Chartered Financial Planner
Angus is Director and Chartered Financial Planner of Investment Solutions Wealth Management Ltd, an award winning Financial Planning firm based in Worthing.
Investment Solutions established 33 years is proud to also be a member of SIFA (Solicitors Independent Financial Advice) and is listed in the SIFA Directory of Professional Financial Advisers, the only firm in West Sussex, which is endorsed by the Law Society.
Angus qualified in 2002 and is a member of the Chartered Insurance Institute and a Fellow of the Personal Finance Society. He holds advanced qualifications in pensions and investment planning.
Angus is an Affiliate member of Resolution, and works with family lawyers promoting the collaborative approach to resolution of disputes. As a highly qualified Independent Adviser, he brings with him many years of experience working alongside fellow professionals within family law.
Angus finds that listening, explaining, and keeping matters simple are key components of ensuring that often complex matters are understood by all parties and resolved satisfactorily, as often there will be differing levels of financial understanding between a separating couple.
Cashflow planning is a key part of the process and can be used to show how much money is required to generate certain levels of income so an agreement can be reached.
Angus can help implement pension sharing orders and setting up a new pension and advise on the investment strategy for this and provide ongoing advice for his client. Terms and conditions and the fee structure is published on the company website.
You can read client reviews of Angus’s work on the independent review site VouchedFor https://www.vouchedfor.co.uk/financial-advisor-ifa/worthing/0401-angus-willson
Angus is available for meetings at his office in Worthing, or on Zoom/telephone. He can act as an adviser to just one party or can attend collaborative meetings, working as a financial neutral.
Away from work, Angus plays cricket, cycles to work and runs around with his young children and try’s to avoid DIY.
Angus Willson
Investment Solutions
Tel: 01903 214640
