GREAT customer service or your money back – that is the promise of a financial advice firm bidding for success in this year’s Adur and Worthing Business Awards.
Highly-regarded financial advisers Investment Solutions Wealth Management has been nominated in the medium business and customer services categories.
Having secured major industry awards in the past 12 months, the firm hopes to continue its high achievement in its local business competition.
Managing director Ivan Lyons said: “Everybody promises good service but very few guarantee it.
“We offer four levels of contract to clients and we guarantee to adhere to it.
“If we don’t deliver, we don’t take our fees. We put our money where our mouth is.”
Established in Worthing in 1988 by Keith Mitchelson, the business became a limited company in 2011.
It has grown significantly in recent years, celebrating its strongest ever performance in 2013, increasing turnover from £964,000 to £1,320,000.
It was also voted as a ‘top 100 independent financial adviser company’ in the UK’ by New Model Adviser, vouchedfor.co.uk top IFA firm in West Sussex and Mr Lyons was named in the top 200 advisers in the country.
“Being chartered, we demonstrate to our clients the highest level of qualifications,” Mr Lyons said.
“Less than eight per cent of financial advisers hold the chartered status.
“Investment Solutions is also accredited by The Law Society and is a member of SIFA, so you can be confident that we are working to deliver results in your best interests and helping you to take control.”
The company ingrains its staff with its core ‘RESPECT’ values – reliability, efficiency, sharing, profitability, education, communication and thinking.
Explaining the final aspect, Mr Lyons said: “I totally focus my thoughts, energy and attention on the successful outcome of whatever I am doing.
“I look for a win-win scenario in everything I do. At all times, I display my pride, prosperity, competence and personal confidence.”
Investment Solutions provides a range of financial advice services, from pensions to estate planning.
Away from its day-to-day business, it raises money for its charity of the year, Starr Trust, picking a new course each calendar year.
For more information about the awards, or to nominate a business or individual in one or more of the categories, visit www.jpsouthevents.co.uk/events/event/adur-worthing-business-awards