0127 343 4285
Based in Hove
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2011
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ivan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Ivan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
Ivan has received 28 client reviews in the past 12 months; 93% of these have been verified
Verified reviews: 93%
Ivan has received 28 client reviews in the past 12 months; 93% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Ivan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ivan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ivan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ivan has provided information on their typical fees
Ivan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
58
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Ivan (based on 58 first impressions)
93% of users who are not yet clients had a positive first experience with Ivan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Ivan (based on 58 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ivan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 March 2025
Ivan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
Ivan has received 28 client reviews in the past 12 months; 93% of these have been verified
Verified reviews: 93%
Ivan has received 28 client reviews in the past 12 months; 93% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Ivan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ivan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ivan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ivan has provided information on their typical fees
Ivan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
58
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Ivan (based on 58 first impressions)
93% of users who are not yet clients had a positive first experience with Ivan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Ivan (based on 58 first impressions)
I am the Managing Director of Investment Solutions Wealth Management Limited where we have been providing advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 30 years. I am a Fellow & Chartered Financial Planner & Investment Solutions are also a Chartered Independent Firm of Financial Advisers and members of Solicitors Independent Financial Advisers (SIFA). SIFA is the Law Society and Financial Services Authority recognised Organisation that supports and promotes firms of Financial Advisers working in and with the profession. We are currently the only SIFA Member in West Sussex. In 2020 - we won: Investment Life & Pensions Award - Moneyfacts Investment Solutions first became a 'New Model' Top 100 Firm of Financial Advisers in the UK in 2016. The Company was shortlisted as the Top IFA Firm 'South East England' 2017 & 2018. The Firm has also won Top IFA West Sussex - vouchedfor.co.uk
Offers available through VouchedFor
Contact Ivan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ivan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.