March 2024 by Rodney Bilton
Excellent friendly service.Excellent investing and platform advice which has proved very productive. Long may it continue. Best wishes to all staff.Rodney & Dorothy Bilton.
October 2023 by Gary Boaks
Very good service and communications as usual! Always give us excellent financial advise through out the year and will help with any concerns and help when required! Top Top Company!!
July 2023 by Janet Jackson
We were introduced to Investment Solutions by our own financial advisor who was retiring.We were very impressed with the courteous reception we received from Ivan and his team and subsequently the very prompt action taken on the handover and the advice given on our investments and future requirements.Stuart & Jan Jackson
April 2023 by 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.
October 2022 by 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.
August 2022 by 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.
July 2022 by 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.
May 2022 by 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.
March 2022 by 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.
January 2022 by EmmaB-2628
Khalil has provided excellent guidance and advice. My mother and I were looking for advise on her investments to help provide a regular income to fund her care home costs. The process of transferring investments has been managed well, all the staff have helped helpful, professional and friendly, guiding us through the process and explaining advice in an easy to understand way.
January 2022 by SusanB-1154
I've been with Investment Solutions since the late 90's and have received excellent advice and service from all the staff. My current adviser is very responsive, even helping with questions and support during her holiday time. As someone who doesn't find investments easy, I really appreciate the patience and care I receive. Even during the challenge of the last couple of years, the service has remained at an exceptional level. I feel very secure with Investment Solutions.
January 2022 by 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.
December 2021 by LindaP-11
My experience with this Company has been specifically with Khalil Kasparis.He has been very thorough and professional during the time it has taken me to take the important decision of who to entrust my investments with. Khalil's reassuring and "non-pushy" personality made the final decision easy. I now look forward to working with him and his Company to achieve the necessary results. A mention also needs to be made about the very pleasant and helpful reception team who create a good first impression on the phone and in the office.
December 2021 by Jenny Powell
David Connor has managed my investment needs for nearly 20 years. Over this time I have found him to be exceptional. He is very easy to deal with. He is always willing to explain everything in detail, taking time to run through things several times, so that I fully understand options and decisions. He is extremely knowledgeable and courteous. Most importantly, I have seen the benefits of his guidance, with my investments seeing significant returns. I can not speak highly enough about David and would recommend him to anyone.
November 2021 by Paul Ranson
The award winning team at Investment Solutions have helped us transform our under performing savings into ones growing well above the high street rates. Taking independent financial advise was the best thing we've ever done. Thank you Ivan.Edited 26.10.21- By way of an update. Our investments continue to show strong growth despite the upheavals caused by the pandemic. Many thanks to the team at IS.
