Reviews of Ascot Lloyd (formerly known as Investment Solutions). (Financial Consultant) in Worthing (West Sussex).

Ascot Lloyd (formerly known as Investment Solutions)

91 Reviews

88 Comments

Financial Consultant

Financial Advisor

Investment service

Grafton House, 26 Grafton Rd, Worthing BN11 1QT

Description

Information of Ascot Lloyd (formerly known as Investment Solutions), Financial Consultant in Worthing (West Sussex)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Ascot Lloyd (formerly known as Investment Solutions)

Reviews of Ascot Lloyd (formerly known as Investment Solutions)

A. H.

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.

V. C.

I have recently moved my investment portfolio from Rathbones to IS. Jo Penly at IS came highly recommended through close friends. From the moment I spoke to Jo she was so helpful, knowledgeable and very efficient, a real pleasure to deal with. I felt very comfortable and confident with her from day one. Jo's financial planning advice has been excellent. She has explained everything very clearly, answering every possible question on any scenario that I came up with. Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.

N. B.

We have used Investment Solutions’ advice since 2015, and the firm now manages a considerable sum of money for us. David Connor has always been careful to understand our needs and preferences, and has provided excellent investment advice to match these. He has explained options well and ensured that we are comfortable with his proposals before proceeding. The team at Investment Solutions who have administered our investments have been efficient and friendly. We feel happy that the company takes good care of our money - and the investments they recommended have continued to perform well, even in some recent volatile conditions.

M. B.

we have been with Investment Solutions for a good few years. The most important aspect is that our investments have grown year on year, The Service is excellent and responsive to our needs.

J. L.

I was referred to the services of Investment Solutions by my Solicitor. This comforted me as I value my Solicitor. I made an appointment to see the adviser & also researched other firms to have a look at - as I had not needed the services of a financial planner before. I chose an Independent Firm as my wife had experience (not great) with her bank some years ago. I settled on the services of Investment Solutions & have not looked back over the 3 years they have looked after me. The staff are courteous & friendly and the town centre location with parking is convenient. More importantly my investments have increased by nearly 10% a year & I am a medium risk investor. All in all I am happy. Well done - so far.

P. T.

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.

A. K.

My previous Financial Advisor of over 30 years retired, and consequently his company was merged with Investment Solutions. Despite some, understandable initial reservations ,due to approaching retirement. I needn't have worried. Mr Khalil Kasparis was assigned to my portfolio. On our first meeting, I was immediately assured in the knowledge I was dealing with a true professional.; highly qualified, extensive experience, and above all, I liked dealing with him. With regard to investments, his advice has already proved it's worth. In essence, I could not give a higher recommendation. Kieran Kiely

M. H.

I have been a client of David's for a number of years now and have been consistently impressed not only with his attention to detail but also with the performance of my pension fund under David's guidance. I live many miles from Investment Solutions but David still visits for reviews and is always quick to respond to any contact. I have no affiliation other than being a very happy client and would have no hesitation in recommending David and Investment Solutions.

G. L.

I definitely recommend Jo at Investment Solutions as financial advisor. My long standing financial advisor retired and after much research identified Jo Penly at Investment Solutions who , along with her team, would give very good, clear advice and act with absolute professionalism. So Jo comes double recommended. She has given me clear advice about retirement, pensions and savings, and I feel my investments are in safe hands. I often ask for advice over smaller financial matters. Jo is always helpful and friendly, quick to return emails, speak on the phone, or arrange to visit. I

C. G.

IS have handled our family investments for over 23 years and the service and response has always been excellent. Their advice and guidance has been invaluable and my current advisor has even helped me with questions whilst on holiday! They certainly put their clients first and take the hassle and worry out of investing.

B. G.

I would highly recommend Investment Solutions, for the following reasons: In all my dealings with David Connor and his team , I have always felt that they listen and take the time to fully understand my wishes, and always go the extra mile. David ensures that the products that he recommends to me, to invest in, were, and are appropriate for my needs and my long term goals.This attention to detail has continued throughout. Many thanks.

J. K.

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.

D. B.

Investment Solutions have provided very helpful financial advice over the past few years and monitored my investments in a changing market. Ivan Lyons was recommended to me by one of his long-standing clients - and I would have no hesitation in pointing friends and family in his direction.

D. L. G.

Jo at Investment Solutions has been great at helping us sort out our finances and plan for the future. Our understanding of the options in front of us was pretty limited and she showed a lot of patience whilst we got up to speed. Would recommend.

J. H.

I find I can relax knowing that my pension is in good hands, there is always someone to ask if I have questions. My husband and I have been with them many many years and since his death I have always felt safe with the company, and Ivan is always kind, courteous and helpful..

j. r.

I have found all the team at Investment Solutions polite and helpful and always available to answer any questions. They have provided a solid investment plan and would recommend them to other investors.

D. P.

For a number of years I have been a client of IS, in that time I have been extremely satisfied with the service. My adviser is David Conner, he along with other staff are always very polite and a pleasure to communicate with when contacted, nothing is to much trouble. Over the years it is always a pleasure to see David face to face both formally and informally. My portfolio is reviewed regularly with recommendations to make adjustments if necessary and to my complete satisfaction has grown healthily. Thank you.

C. B.

I have only had good service from David Connor of Investment Solutions. He advised me on my mother's investments when I had Power of Attorney and now advises me on my own investments. He has an excellent knowledge of the markets and the way things are moving.

D. R.

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.

A. M.

Investment Solutions have provided excellent service with reassuring guidance when making important financial decisions, I feel comfortable with their combined extensive knowledge and very professional conduct. I have found them to be very approachable with clear non-confusing advice using jargon free terminology which has proven to be totally reliable and valued which gives me reassuring confidence. The diverse service they offer is well worth exploring if you need help I would not hesitate contacting them as this could pay dividends and they review the options whilst being competitive. They also support local charities arranging events by being very proactive to assist others which demonstrates their ongoing commitment to help realise targets. They contribute towards the charities who need to achieve results which affords they are able to provide the level of care they strive to deliver. Mr A J Miles

A. S.

We have used Investment Solutions for approximately 5 years now and have found them to be very prompt with their advice. Our investments have grown with them even in these unstable times but most of all we feel they are a completely trustworthy company to deal with Andy & Jennie Stringer

J. C.

I have been a client of IS for about two years and they have provided me with an excellent, caring service by telephone and or/visit to their offices or other location. Queries and requests for information always handled promptly, together with implementing any portfolio changes after full discussion.. I have every confidence in Investment Solutions.

E. C.

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.

M. S.

Ivan Lyons and the team at Investment Solutions have always been on hand to answer any questions I've had regarding my investments. I've always found them to be responsive and knowledgeable. Overall, excellent service.

P. D.

Folks, In these challenging times, it is a source of great security, confidence and peace of mind to know that my income in retirement is being looked after by a company with the competence and integrity of Ivan Lyons and the team at Investment Solutions. Many thanks & stay safe, Peter Davey

T. F.

Jo Penly is my financial advisor and I am more than satisfied with the work she has done on my behalf. She gives a very personal service, listens carefully and explains clearly. I feel I am in very good hands.

C. G.

Further to my earlier reviews. I am still totally satisfied with the service that David and his company give. Thanks again and long may this brilliant service continue. I have had the pleasure and great fortune of being advised by David and his company. I would recommend the company in every respect they are efficient timely and always friendly in explaining and giving advise. Altogether highly recommended

F. L. G.

Jo has taken the time to assess our needs and provided confidence that our preference for sound sustainable investments can be accommodated. She has also given my husband advice on managing his pension and now we feel better prepared for the future!

A. L.

Investment Solutions provided a first class service before I retired from business and this has continued in my retirement. They have provided a very professional and friendly service over the past 15 years.

D. N.

I have been a client of I.S. for 7 years and have been pleased with the growth of the portfolio over that period. The portfolio is reviewed regularly and necessary changes carried out promptly. Friends and family have invested with I.S, following our recommendations. We would not have recommended I.S. if we did not have total confidence in their performance. I.S. issue a monthly Economic Review which is very informative.

L. B.

As a family lawyer I have worked with Angus on a number of occasions. I have always found him to be extremely helpful and knowledgeable particularly in relation to pension sharing on divorce/dissolution. He is very approachable & clients like his calm and supportive approach.

M. A.

We asked around for recommendations and "Investment Solutions" kept popping up. David came to see us at home and explained everything in a language we could all understand. Very professional, courteous and an absolute pleasure to deal with. Business is built with trust and relationships on many scales and I S ticks those boxes for me for sure

J. W.

I got to know Investment Solutions back in the 1990s when I happened to work in the same building. That chance connection proved to be a happy one, and I've stayed with them despite moving to the Midlands and then to the deep South West. Now in my retirement, I have found them to be attentive, thoughtful and down to earth.

J. P.

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.

S. B.

I thoroughly recommend Ivan Lyons and the Worthing team. I feel confident that they can manage my investments far better than I ever could. It is reassuring to leave it all to them, knowing that I am kept informed of developments on a regular basis.

P. H.

I spent a lot of time and went into great detail in choosing an IFA 3 years ago now. I chose Investment Solutions (IS), Ivan and his team and have no problem in recommending IS to others who face the same decision as I had to make 3 years ago.

P. F.

Investment Solutions took over where our last financial Adviser fairly recently left off. All going well and thank you Jo for your help and advice along the way.

R. W.

Had some questions relating to a pension. Angus was very helpful and made everything easy to understand. Very helpful, professional and would thoroughly recommend.

C. N.

Investment Solutions have advised us and managed our finances for over a decade. Despite fragile markets, our funds and income have grown. We have no hesitation in recommending the team at Grafton Road, Worthing

N.

A most friendly & helpful team of financial planners. I am not an experienced investor at all - but the advisers at Investment Solutions have kept me on track to meet my retirement goals.

P. W.

Ivan advised on and administered my company’s pension scheme for many years until the company was sold and the scheme wound up, since when he has continued to look after our personal financial affairs admirably. Our occasional visits to Worthing are the icing on the cake!

J. P.

I thoroughly recommend Investment Solutions. Different pension plans where explained to me befor making a decision two years ago. Least to say that the plan has made a good profit.

G. W.

The best move we ever made was to invest with this company the service is great and we have every confidence in their advice. We would recommend Investment Solutions to anyone who requires a trustworthy company to look after their investments

B. W.

Angus and his team have provided a complete and friendly service over the past 10yrs. I have trusted their advice on my investments over this period and it has always proven to be good advice. Thank you Angus

C. S.

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.

C. M.

David Connor at Investment Solutions is one of those rare people who can help people make key decisions without making a big song and dance about it. I have appreciated his wisdom and sound advice over a number of years.

G. M. G.

Very impressive. I have been a client for over 2 years and would have no hesitation in recommending IS to anyone seeking professional expertise. They are a pleasure to deal with and always very responsive to any questions.

D. P.

Have been with investment solutions for 3 years and Ivan is a very professional and approachable.All advice is clear and precise.The office staff very helpful and knowledgeable.Ivan and team only a phone call away if I need a quick answer to a problem.Would not hesitate to highly recommend them for all matters financial.My dealings were retirement and pension investment related and all Ivan’s advice has been very rewarding.

A. B.

Very happy with the service to date. My contact, Jo Penly, is always attentive, informative and on the ball. Very pleased with the way the account is handled, and, in particular, with the end result!!!

L. M.

Clear and straightforward advice from Ivan. Highly recommend.

V. C.

It’s not often that you find a financial services provider that you want to keep going back to, but Investment Solutions were a pleasure to work with, all of the team we worked with were great and very knowledgeable, and most importantly they helped us get our finances into order and demystified the process giving us confidence we were making solid decisions and we were in very safe hands!

C. N.

Ivan explained my financial options clearly and was very professional throughout.

S. C.

Over the years have been kept fully informed of my investments and the reinvesting needs. I have been extremely satisfied with the way investment solutions have looked after my money.

G. B.

Ivan and his lovely Team always make you very welcome and his advice is informative and sound. I have passed his details to several friends and will continue to do so.

J. H.

Our investments continue to benefit from the professional assistance of Investment Solutions, despite the current financial turbulence - I'm so glad we found them

P. R.

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.

S. H.

Ivan and team are great. They have taken all the worry and hassle off my shoulders. Wouldn't hesitate to recommend them.

A. E.

Enquired about advice on pensions and was given excellent help and information throughout. Would highly recommend and will use again in future.

G. P.

We switched to use IS a couple of years ago and have been happy with their advice and how approachable they are since then.

C. A.

I have always found that IS have given me excellent advice regarding my pension and would highly recommend their services.

k. l.

Angus and Investment Solutions continue to deliver - despite the challenges of the UK lockdown. Five stars!

N. B.

David gave me really good easy to follow advice and I am very happy with the ongoing support

J. B.

Many thanks to Investment Solutions for all your help and advice over the years - I would not know what to do without you, Jacqueline and Nigel Baker

N. W.

So glad I made that phone call to Investment Solutions a few years ago. Wholeheartedly recommended.

h.

Have had a great service from Investment solutions so far! Really helpful staff :)

N. B.

Very helpful and efficient service. Angus and the team were always prompt and ready to explain any points. Five stars

S. M.

I've been with Investment Solutions for some years now and have been extremely happy with their service. Top of the list is the returns on my investment which has been consistently good. Particularly over the last Covid year which has been very volatile but despite the plunging lows the year ended in a very healthy position. I can only thank Ivan for achieving this in a very personable, patient and friendly manner. Long may it continue! .

R. Ó. D.

Very good financial management and advice. I have confidence in their opinion and their customer service is very good.

D. C.

Very happy with the service. I have complete confidence in them and would happily recommend.

P. B.

Have always been satisfied with the help and support of Ivan and the team.

S. F.

We are more than happy with the very good advice and service received would happily recommend

s. b.

Excellent all round service received for many years. Would highly recommend.

M. R.

Always very friendly, helpful and knowledgable. Thoroughly recommended.

A. R.

Very happy with Investment Solutions and would happily recommend

A. O.

Excellent service. Thorough and great communication.

M. H.

I have been a client of David's for a number of years now and have been consistently impressed not only with his attention to detail but also with the performance of my pension fund under David's guidance. I live many miles from Investment Solutions but David still visits for reviews and is always quick to respond to any contact. I have no affiliation other than being a very happy client and would have no hesitation in recommending David and Investment Solutions.

J. H.

Great advice and customer service in a complicated financial world.

M. V.

I searched for someone to manage my pension pot and I had quite complex tax issues. A number of Investment companies couldn't help, didn't respond, or wouldn't help until I agreed to pay some money upfront. Don't believe the web sites that offer a free consultation. Khalil at IS was helpful and provided lots of info before I had signed up. After I did he was clear, concise and able to answer all my questions. They now manage my portfolio and I recommend Khalil to anyone who is looking for friendly, knowledgeable and professional help. Geoff

P. W.

Excellent service .

i. l.

Most positive!

A. N.

C. P.

D. E.

O. H.

S. V.

P. R.

D. H.

As Mortgage Advisers we do not deal with Pensions and Investments so need a reliable referral opportunity. It is important when sending our clients for advice elsewhere that we are completely confident of the quality of the service and as Investment Solutions are Chartered Independent Financial Advisers we are more than happy to do so. A friendly and helpful bunch they are too! Highly recommended by us all at Compass Mortgages.

A. D.

My experience with Investment Solutions has been excellent. It has been a relief to find a company that can help me with some complicated financial transactions. In particular, Khalil has provided excellent advice in a calm and un-rushed manner.

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