Business Details
19 Years
experience
Trusted Financial Advisers in Taunton
Invest Southwest is a multi-award-winning team of independent financial advisers established in 2007. We operate from our head office in Taunton, Somerset, with advisers across the South West. Our team holds the highest professional qualifications, including Statements of Professional Standing, ensuring adherence to rigorous regulatory standards. We offer comprehensive financial strategies tailored to personal, family, and business needs, with a focus on lifelong client relationships.Our services span savings, investments, pensions, mortgages, and protection planning. We provide free initial consultations and maintain transparency in all dealings, prioritising client benefit over charges. Our sister company, Will Management Services, supports estate planning. Regulated by the Financial Conduct Authority, we combine decades of collective experience with a commitment to innovation and client-centric solutions.
Services
Savings & Investments
Retirement Planning
Mortgage Advice
Protection Insurance
Pension Planning
Details
- Year established: 2007
Highlights and features
- We offer free, no-obligation initial consultations.
- We provide access to a wide range of financial products.
- Our team holds full qualifications and industry accreditations.
- We are highly recommended by long-standing clients.
- We prioritise lifelong relationships and tailored advice.
Associations and certifications
- Financial Conduct Authority
What people say
Expert pension advice
Patient mortgage guidance
Tailored investment strategies
Lifelong client relationships
Highly recommended service
Services
Financial Planning
Our financial planning service helps clients achieve long-term goals through tailored strategies. We assess your current situation, risk tolerance, and objectives to create comprehensive plans covering savings, investments, and estate planning. With a focus on lifelong relationships, we ensure your financial roadmap evolves with your needs.
Mortgage Advice
As independent mortgage brokers, we offer access to a wide range of lenders and products. Our advisers help first-time buyers, remortgagers, and investors secure competitive rates. We provide impartial guidance on all mortgage types, including buy-to-let and equity release, ensuring solutions aligned with your financial circumstances.
Pension Planning
We specialise in creating retirement strategies that maximise tax efficiency and long-term security. Our services include pension consolidation, annuity reviews, and drawdown planning. We help clients navigate pension freedoms while ensuring compliance with regulatory standards, aiming to secure sustainable income for retirement.
Investment Advice
Our investment advice focuses on building portfolios aligned with your risk profile and financial goals. We offer guidance on ISAs, investment bonds, and equity releases, ensuring diversification and growth potential. Regular reviews ensure your investments remain optimised for changing market conditions and personal circumstances.
Protection Insurance
We provide tailored protection solutions, including life cover, critical illness, and income protection policies. Our advisers help clients safeguard against unforeseen events, ensuring financial security for dependants. We offer impartial advice on policy types and coverage levels, prioritising affordability and comprehensive protection.
People
Matthew Duncan
Financial Adviser
Matthew combines extensive financial expertise with a client-focused approach, specialising in retirement planning and investment strategies. He holds full industry qualifications and prioritises clear communication to help clients achieve their goals.
Paul Gold
Financial Adviser
Paul brings decades of experience in mortgage and protection planning, serving clients in Langport and the wider South West. His approach emphasises long-term relationships and tailored solutions for individuals and families.
Amie Johnston-Ward
Financial Adviser
Amie specialises in first-time buyer mortgages and savings strategies, offering clear guidance to new investors. Her qualifications and dedication to client education make her a trusted adviser for younger clients.
Richard Clarke
Financial Adviser
Richard focuses on estate planning and business protection, leveraging his expertise in trusts and tax-efficient strategies. He works closely with clients to ensure comprehensive financial security for personal and professional assets.
Paul Booker
Financial Adviser
Paul specialises in pension consolidation and retirement income planning. His client-centred approach ensures tailored advice, helping clients navigate complex financial decisions with confidence and clarity.
Questions
What services does Invest Southwest offer?
We provide financial planning, mortgage advice, pension planning, investment guidance, and protection insurance tailored to individual and business needs.
Are your initial consultations free?
Yes, we offer free, no-obligation initial consultations to discuss your financial goals and explore suitable solutions.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA), ensuring adherence to strict professional standards.
Do you work with clients outside the South West?
While based in Taunton, we serve clients nationwide through virtual consultations and a network of advisers.
What qualifications do your advisers hold?
Our advisers hold full industry qualifications, including Statements of Professional Standing, ensuring expertise and regulatory compliance.
How do you tailor financial plans?
We assess your unique circumstances, risk tolerance, and goals to create personalised strategies, regularly reviewing them to adapt to life changes.
