Investment Solutions - West Sussex IFA
Investment Solutions West Sussex IFA is a financial services company located in Worthing, England. They specialize in investment services and offer a range of solutions to help their clients achieve their financial goals. With a focus on personalized service, Investment Solutions West Sussex IFA is committed to providing their clients with the best possible advice and guidance. Whether you are an individual looking to invest for your future or a business seeking financial planning services, Investment Solutions West Sussex IFA can help. Contact them today to learn more about their services.
Introduction to Investment Solutions West Sussex IFA
Investment Solutions West Sussex IFA is a financial services company that was founded with the aim of helping clients achieve their financial goals. The company has been in operation for several years, and during this time, it has established itself as a reliable and trustworthy partner for clients looking for investment solutions. What sets this company apart from others in the industry is its commitment to providing personalized services that are tailored to each client's unique needs.Services & Products
Investment Solutions West Sussex IFA offers a wide range of investment services to clients. These include investment planning, retirement planning, tax planning, and estate planning. The company also provides investment advice and portfolio management services. Clients can choose from a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).Location
Investment Solutions West Sussex IFA is located in Worthing, a coastal town in West Sussex, England. The area is known for its beautiful beaches and vibrant cultural scene. Clients can expect to find a mix of small businesses and larger corporations in the area, with a focus on tourism and hospitality. There are several public transportation options available near the company, including the Worthing train station (0.7 miles), the West Worthing train station (0.4 miles), and the Worthing Pier bus stop (0.1 miles).Benefits
Clients should choose Investment Solutions West Sussex IFA because of its commitment to personalized service. The company takes the time to understand each client's unique financial situation and goals, and then develops a customized investment plan that is tailored to their needs. The team at Investment Solutions West Sussex IFA is made up of experienced professionals who have a deep understanding of the financial industry and can provide expert advice to clients.Good to Know
Clients should be aware that Investment Solutions West Sussex IFA is a fee-only financial advisor. This means that the company does not receive any commissions or incentives for recommending specific investment products to clients. Instead, clients pay a flat fee for the services they receive, which ensures that the company's interests are aligned with the clients' interests.Reviews
Clients have praised Investment Solutions West Sussex IFA for its personalized service and attention to detail. Many have noted that the team takes the time to understand each client's unique needs and goals, and then develops a customized investment plan that is tailored to their situation. Clients have also appreciated the company's commitment to transparency and its fee-only business model. Overall, Investment Solutions West Sussex IFA has received high marks from clients who have worked with the company.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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financial education
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wealth management
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asset allocation
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risk management
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insurance services
FAQ
What types of investment products do you offer?
We offer a variety of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments such as real estate investment trusts (REITs) and private equity funds.What is your minimum investment amount?
Our minimum investment amount is £10,000. However, we recommend that clients invest at least £25,000 to achieve optimal portfolio diversification and to ensure that our fees are cost-effective.What fees do you charge for your services, and how are they calculated?
Our fees are calculated as a percentage of assets under management (AUM). For portfolios up to £1 million, our fee is typically 1% per year. For portfolios between £1 million and £5 million, our fee decreases to 0.75% per year. For portfolios over £5 million, our fee is negotiable. We do not charge any upfront fees or commissions, and our fees are fully transparent.Can you provide examples of past performance for your investment portfolios?
While we cannot guarantee any specific returns, we have a strong track record of outperforming the market over the long term. Our investment portfolios are managed by experienced professionals who use a disciplined investment process and a rigorous risk management approach. We also provide regular performance reports to our clients.How do you develop an investment strategy for your clients?
We take a holistic approach to investment management, which involves understanding our clients' financial goals, risk tolerance, and time horizon. Based on this information, we develop a customized investment strategy that is designed to achieve our clients' objectives while managing risk. We also monitor and adjust our clients' portfolios as needed to ensure that they remain aligned with their goals.Reviews
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Anne Cook
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.
28-03-2023
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Dominic Elliott
28-09-2022
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Emma Chaplin
Not all Independent Financial Advisors are good. But these guys really are. Been with them for years. Oliver is helping me now. Really helpful, supportive, and damn good at what they do. I hate dealing with numbers & money & they make it much easier.
28-09-2022
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Linda Morrice
Clear and straightforward advice from Ivan. Highly recommend.
28-08-2022
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Jill Kingsbury
Jo Penly was as usual so helpful in reviewing my financial investments with me. She is very patient and can explain things clearly and no question is too small. This is an excellent team we have dealt with for many years.
28-07-2022
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Christrose Sumner
Updating review. Recently asked for financial advice needing £40K cash realisation. Received thorough written analysis of options reflecting my current situation. Easy to follow, digest and progress. Ivan and the team are always superb to deal with. GREAT financial advice! Older review: My investments over 20 years have been totally satisfying, thanks to sound steer from Keith, Ivan and the team.
28-06-2022
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Paul Thomas
Spoke to ivan on a free half hour consultation regarding inheritance taxes I found him very helpful , if I need any help regarding investments I will go to investment solutions.
28-05-2022
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Cyrus Newman
Ivan explained my financial options clearly and was very professional throughout.
28-05-2022
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Ade Hyzler
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.
28-05-2022
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Dave Roberts
I have been using Investment Solutions for the last 3yrs and have found Ivan Lyons and his team to have always provided sound financial advice and have answered all my questions in professional and easy to understand way.
28-05-2022
