0330 038 8940
Based in Worthing
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: December, 2014
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Angus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Angus's status
Last checked: 25 April 2025
Angus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Angus's status
15
Recent Client Reviews
Angus has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angus has received 15 client reviews in the past 12 months; 100% 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: 03 March 2025
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.
8
Qualifications Uploaded
Angus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Angus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Angus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Angus has provided information on their typical fees
Angus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
67
Positive First Impressions
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Angus (based on 67 first impressions)
99% of users who are not yet clients had a positive first experience with Angus
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Angus (based on 67 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Angus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Angus's status
Last checked: 25 April 2025
Angus is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Angus's status
15
Recent Client Reviews
Angus has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angus has received 15 client reviews in the past 12 months; 100% 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: 03 March 2025
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.
8
Qualifications Uploaded
Angus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Angus has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Angus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Angus has provided information on their typical fees
Angus has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
67
Positive First Impressions
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Angus (based on 67 first impressions)
99% of users who are not yet clients had a positive first experience with Angus
99% of VouchedFor users have had a positive (4 or 5 star) first experience with Angus (based on 67 first impressions)
I live in Sussex with my family and have been in the profession as an adviser for over 25 years. I'm a Chartered Financial Planner, and until recently a Director at Investment Solutions Wealth Management Ltd. In April 2024 we confirmed the sale of our business to Ascot Lloyd a national IFA firm. Whilst we are now part of bigger firm, we retain our local presence at our office in Worthing, where we have been for over 25 years and we very much value providing face to face advice. I have a wealth of experience across all aspects of financial planning and have worked with many of my clients for over 20 years. If you would like to speak with me, the process is an initial no obligation call/meeting/zoom and we go from there. I'll explain how we work, how we charge and let you know if I think I can help. It may be that you have a one off issue that you need advice on, or you are looking for an advisor to work with long term to manage your investments, pensions and grow your wealth. I get involved with inheritance tax planning and wealth preservation, key areas especially with the freezing of certain allowances for many years and changes in the October 2024 budget. We are Independent and I am a Chartered Planner, the gold standard for advisors in the UK. In my spare time when I am not entertaining my children, I coach a kid’s cricket team, play cricket, avoid DIY and swim in the sea and of course enjoy the occasional visit to the pub.
Offers available through VouchedFor
Contact Angus 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 Angus'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.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.