Award Winning Firm - Based in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 32 years.
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Services
Investments
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Our investment specialists can create bespoke portfolios tailored to your individual needs.
Our Worthing Investment Adviser team currently manages close to £500 million of investment assets for over 1, 500 clients. We have been trading since 1988. We are independent and impartial advisers, owned 100% by the directors, with no outside shareholder interests. This means putting the client’s needs first – rather than a 3rd party – is at the core of what we do.
Our Worthing Investment Adviser team currently manages close to £500 million of investment assets for over 1, 500 clients. We have been trading since 1988. We are independent and impartial advisers, owned 100% by the directors, with no outside shareholder interests. This means putting the client’s needs first – rather than a 3rd party – is at the core of what we do.
Pensions and retirement
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Having a strong retirement plan can make a huge difference. Our team of investment and pension specialists can help.
When it comes to pensions and providing for our retirement, too many of us are doing too little, too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire.
The golden rule is not to rely on the State alone, as this will not necessarily provide enough income for you in retirement.
When it comes to pensions and providing for our retirement, too many of us are doing too little, too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire.
The golden rule is not to rely on the State alone, as this will not necessarily provide enough income for you in retirement.
Reviews (15)
Paul Thomas
Apr 18, 2022
Ade Hyzler
Mar 11, 2022
Ivan was happy to review my financial situation and provide a detailed report about my current financial status. He was incredibly responsive to the follow up questions that I had and, though the service was not in the end the right solution for me, Ivan resolved all my queries in a fair and very helpful manner. I would whole-heartedly recommend Ivan and his team to anyone looking to move forward with planning their future finances.
Dave Roberts
Dec 25, 2021
Jenny Powell
Nov 22, 2021
David Connor has managed my investment needs for nearly 20 years. Over this time I have found him to be exceptional. He is very easy to deal with. He is always willing to explain everything in detail, taking time to run through things several times, so that I fully understand options and decisions. He is extremely knowledgeable and courteous. Most importantly, I have seen the benefits of his guidance, with my investments seeing significant returns. I can not speak highly enough about David and would recommend him to anyone.
Martin Bean
Nov 03, 2021
Janice Ranson
Oct 27, 2021
Anne Davison
Oct 20, 2021
Paul Ranson
Oct 09, 2021
The award winning team at Investment Solutions have helped us transform our under performing savings into ones growing well above the high street rates. Taking independent financial advise was the best thing we've ever done. Thank you Ivan. Edited 26.10.21- By way of an update. Our investments continue to show strong growth despite the upheavals caused by the pandemic. Many thanks to the team at IS.
Rob Wannerton
Jun 17, 2021
Margaret Virrels
May 24, 2021
I searched for someone to manage my pension pot and I had quite complex tax issues. A number of Investment companies couldn't help, didn't respond, or wouldn't help until I agreed to pay some money upfront. Don't believe the web sites that offer a free consultation. Khalil at IS was helpful and provided lots of info before I had signed up. After I did he was clear, concise and able to answer all my questions. They now manage my portfolio and I recommend Khalil to anyone who is looking for friendly, knowledgeable and professional help. Geoff
Val Clark
May 11, 2021
I have recently moved my investment portfolio from Rathbones to IS. Jo Penly at IS came highly recommended through close friends. From the moment I spoke to Jo she was so helpful, knowledgeable and very efficient, a real pleasure to deal with. I felt very comfortable and confident with her from day one. Jo's financial planning advice has been excellent.
She has explained everything very clearly, answering every possible question on any scenario that I came up with. Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.
She has explained everything very clearly, answering every possible question on any scenario that I came up with. Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.
S. McCall
May 07, 2021
I've been with Investment Solutions for some years now and have been extremely happy with their service. Top of the list is the returns on my investment which has been consistently good. Particularly over the last Covid year which has been very volatile but despite the plunging lows the year ended in a very healthy position. I can only thank Ivan for achieving this in a very personable, patient and friendly manner. Long may it continue!.
Val Clark
May 03, 2021
I have recently moved my investment portfolio from Rathbones to IS.
Jo Penly at IS came highly recommended through close friends. From the moment I spoke to Jo she was so helpful, knowledgeable and very efficient, a real pleasure to deal with. I felt very comfortable and confident with her from day one.
Jo's financial planning advice has been excellent.
She has explained everything very clearly, answering every possible question on any scenario that I came up with. Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.
Jo Penly at IS came highly recommended through close friends. From the moment I spoke to Jo she was so helpful, knowledgeable and very efficient, a real pleasure to deal with. I felt very comfortable and confident with her from day one.
Jo's financial planning advice has been excellent.
She has explained everything very clearly, answering every possible question on any scenario that I came up with. Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.
Festus Christabel
Dec 03, 2020
You are one in a million, best among many, most trusted , I almost gave up on trading then I met through a friend, LEO HENRY the most trusted trading expert who helped the life of my family and I , I also recommended him to my friends and family member who also have become financially successful thanks to you Sir, I have lost a lot but you gave me hope and faith that forex and binary trade could help, and you proved it when I invested just $500 and earned $6800 in just a week, since then it has been profit after profit all week, I am arguing the entire public to invest and be financially successful like me and my friend who have had same experience.
Contact LEO HENRY on these
Email on LEOHENRYFOREXTRADER@GMAIL.COM
WhatsApp Number : +13103614712
"Success doesn’t come to you, You go to it... I’m not the one to call you to invest and have a bright financial situation. If you know what’s right, you’re supposed to contact him now and start trading ASAP”
Contact LEO HENRY on these
Email on LEOHENRYFOREXTRADER@GMAIL.COM
WhatsApp Number : +13103614712
"Success doesn’t come to you, You go to it... I’m not the one to call you to invest and have a bright financial situation. If you know what’s right, you’re supposed to contact him now and start trading ASAP”
Silver Ezebunwa
Nov 15, 2020
My passion to trade has grew so big , LEO HENRY have made my world beautiful for earning $6,570 on my little investment of $650 , I was always losing on options market .. Ever since I invest with LEO, i was always on the good side. He never gamble with me but trade for me,,, all Thanks to LEO HENRY for my wonderful earning.. I fully recommend Him to you to also share this great experience with me
Contact him.
Contact him.