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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. Only the bee's knees!

INVESTMENT SOLUTIONS

Grafton House, 26 Grafton Road, Worthing BN11 1QT DIRECTIONS

Since 1988

Here’s The Deal:
'Investment Solutions' is an award-winning chartered financial planning firm in Worthing that offers independent and unbiased financial advice to clients. The firm has been serving financial and investment services since 1988 in London, Brighton, Worthing and the South Coast. They provide unique wealth management for individuals and businesses. They have an in-house investment committee, which helps create bespoke portfolios for each of their clients. They strive to be clear and transparent in their dealings with all clients, and it is important to them that they are aware of everything you need to know. All Investment Solutions clients expect to get the document after making an appointment to receive independent financial advice from their financial advisers.

SPECIALITY:
Ethical Investments, Pensions and retirement, Long Term Care, Equity Release, Inheritance Tax & Estate Planning

Registration 533559

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investment-solutions.co.uk

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Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

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MHA CARPENTER BOX FINANCIAL ADVISERS

First Floor, Amelia House, Crescent Road, Worthing BN11 1RL DIRECTIONS

Since 2008

Here’s The Deal:
'MHA Carpenter Box Financial Advisers' offers an integrated financial and tax advice service. The firm works with business owners, individuals, owners and professionals throughout the various stages of life. The team proactively work with customers to create a strategic approach to maximising wealth. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now and in the future. Whether you are a young family seeking protection against life’s unforeseen events, developing a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They provide fully comprehensive wealth management services in Worthing, Brighton, Crawley, Chichester and the entire South Coast.

SPECIALITY:
Sustainable investing, Estate, Investment, Later life, Protection, Retirement, Retirement and, Tax planning

Registration OC338257

[email protected]

carpenterboxfa.com

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Mon-Fri: 9am - 5:30pm
Sat & Sun: Closed

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HODSONS FINANCIAL SERVICES LTD

Wiston House, 1 Wiston Avenue, Worthing BN14 7QL DIRECTIONS

Since 1973

Here’s The Deal:
'Hodsons Financial Services Ltd' is a financial planning firm that provides financial planning guidance to individuals and businesses. They have been serving in the area for over 48 years. They are dedicated to putting customers at the heart of everything they do, and they build long-term relationships with their customers. Mark Hodson is the certified financial planner at Hodsons Financial Services Ltd. He has worked in the family company for over 30 years and is level four qualified. He specialises in giving inheritance tax mitigating solutions to families who want to ensure their wealth is passed on to future generations. They pride themselves on their advisers and staff's friendly and approachable nature and play an integral part in the local community.

SPECIALITY:
Protection, Mortgages, General Insurance, Savings and Investments, Pensions, Auto-Enrolment, Wills & Trusts

Registration 01100629

[email protected]

hodsonsfinancialservices....

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Mon-Fri: 8:30 am - 5:30 pm
Sat & Sun: Closed

TBR® Inspection Report: