Common Contracts

Our Client Service Agreement and Terms and Conditions

Client Service Agreement • January 18th, 2021

• Contract Type
  Client Service Agreement
• Filed
  January 18th, 2021

Welcome to Investment Solutions Wealth Management. Based in Worthing, West Sussex, we have been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning since 1988.

Our Client Service Agreement

Client Service Agreement • July 9th, 2020

• Contract Type
  Client Service Agreement
• Filed
  July 9th, 2020

Tel: 01903 214640 • Fax: 01903 214656 • Email: ifa@investment-solutions.co.uk • Web: www.investment-solutions.co.uk Facebook: www.facebook.com/financialadviserworthing • Twitter: @investment_sols • Instagram: investmentsolutions5785

Group of companies What we do and how we charge

Client Service Agreement • June 15th, 2020

• Contract Type
  Client Service Agreement
• Filed
  June 15th, 2020

Tel: 01903 214640 • Fax: 01903 214656 • Email: ifa@investment-solutions.co.uk • Web: www.investment-solutions.co.uk Facebook: www.facebook.com/financialadviserworthing • Twitter: @investment_sols • Instagram: investmentsolutions5785