Investment Solutions has been delivering tailored, independent financial advice to private clients on various aspects of financial planning since 1988. As fully independent chartered financial planners, they pride themselves on their commitment to providing clear, effective, and personalized financial advice. Ivan Lyons serves as the managing director and chartered financial planner at Investment Solutions, bringing over 30 years of experience in the financial services industry. Their team consists of highly qualified and experienced chartered financial planners who offer transparent information at every stage of the financial advice process. Complementing their mission, a dedicated client service team is readily available to address any queries, ensuring a straightforward and hassle-free after-sales experience. Feel free to reach out to them today to arrange a consultation.
UNIQUE FACTS:
• Highly Qualified And Experienced
• Highly Competitive Advisory And Servicing Fees.
3 Best Financial Services in Worthing, UK
Expert recommended Top 3 Financial Services in Worthing, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
INVESTMENT SOLUTIONS REVIEWS
We were introduced to Investment Solutions by our own financial advisor who was retiring. We were very impressed with the courteous reception we received from Ivan and his team and subsequently the very prompt action taken on the handover and the advice given on our investments and future requirements. Stuart & Jan Jackson.
Brilliant service from beginning to end. Advice and service around funding care home fees was excellent. The support staff were welcoming and always ready to help. Ivan answered queries promptly and professionally.
Very good service and communications as usual! Always give us excellent financial advise through out the year and will help with any concerns and help when required! Top Top Company!!
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Carpenter Box Financial Advisers is a leading financial consultancy offering an integrated financial and tax advice service. The firm collaborates with business owners, individuals, and professionals across various life stages. The professional advisers at Carpenter Box deliver a fully comprehensive wealth management solution, with a strong focus on enhancing your investments and minimizing tax. This emphasis aims to ensure the most efficient use of your finances both now and in the future. Whether you are a young family seeking protection against unforeseen events, building a savings portfolio for specific purposes such as a mortgage or school fees, or planning your retirement or business exit, Carpenter Box Financial Advisers provides a range of solutions to meet your needs.
UNIQUE FACTS:
• Offering An Integrated Approach
• Experienced Financial Advisers.
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Sat & Sun: Closed
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CARPENTER BOX FINANCIAL ADVISERS REVIEWS
I was extremely pleased with the help that Gill gave me from Carpenter Box Wealth Management. I needed some pension advice as I have cut down my working hours due to my Mum being disabled and requiring care. She accessed my HMRC information and then explained what I would receive and the effect it would have on my pension. She was also kind enough to tell me that I would probably fall into the category where I could claim various benefits and who to contact. I was totally unware that I would be able to claim and have since had confirmation that these claims have been accepted and that they will be back dated for a period. It was such a relief to know that I could cut down my hours without loosing out on my pension. Thank you Gill for all your help. Deborah.
We approached Carpenter Box through a recommendation and was put in touch with Gill. My wife and I wanted to test the plausibility of our pension related financial plans. We were really very pleased with the way Gill helped us by going through figures and suggesting some points we hadn't considered. It allowed us proceed with confidence. I certainly will be going back to Gill for more help and advice in the future.
Since taking over my affairs recently from Ammonite Wealth, I have had the best service from Gill and her team at Carpenter Box. Gill has been wonderful in helping me sort everything out since my husband passed away in July and I have nothing but praise for her and the company in dealing with everything, she made it all seem so uncomplicated and seamless. I would not hesitate in recommending CB to my friends and colleagues.
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Nsure Chartered Financial Planners is recognized as one of the premier financial planners in Worthing. Their commitment revolves around safeguarding the assets and wealth of their clients. The investment strategy employed by Nsure Chartered Financial Planners is exclusively tailored to individual needs, situations, risk tolerance, and goals. Their goal is to ensure that every aspect of their service is presented in a manner that clients not only comprehend but also feel they have complete control over. Working closely with their clients, Nsure Chartered Financial Planners strives to assist in making the best investment decisions for their specific circumstances, allowing them to retain more of their money and realize their goals, aspirations, and dreams.
UNIQUE FACTS:
• Dedicated Financial Planners.
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Sat & Sun: Closed
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NSURE CHARTERED FINANCIAL PLANNERS REVIEWS
We used Emma Wells and her Father for financial advice and writing our wills. The service they provide at Nsure is extremely professional, warm and friendly. They have an in depth knowledge of financial and estate planning and make you feel very comfortable during the whole process. We were delighted with the advice given, the options offered and the final will drafts. Throughout Emma was so very easy to work with, a very personable lady who listened to our requirements and offered advice on our ideas and suggested alternatives for us to consider, without any added pressure. Her professional advice paved the way for our final drafts which were perfect and had taken in all of our wishes. We would recommend, without hesitation, the services Nsure provide in the welcoming offices they operate from in Rowlands Road, Worthing.
Emma helped us write our Wills and made it incredibly easy! Written in plain english - hallelujah - the whole process was straight forward, yet covered all the niggles I probably wouldn't have considered. Something that can possibly feel a pretty dark process, was actually a breeze and Emma's kind attitude and attention to detail made us feel really confident in the end result. Thank you, Emma!
I have used Nsure for 6 years now to look after my self invested pension. The returns they have achieved are very good and the advise and service they have provided has always proven to be excellent. I can fully recommend this business.
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