At Invest Southwest, we pride ourselves on being a multi-award winning, highly experienced team of Independent Financial Advisers. Established in 2007, our head office is based in Taunton, Somerset, and we have advisers located across the South West of England.
As a fully authorised and regulated business by the Financial Conduct Authority, we offer a wide range of financial strategies and products tailored to meet the personal, family, and business needs of our clients. Our team is committed to providing expert advice and guidance to help individuals and families achieve their financial goals.
Our Services
We offer a comprehensive range of financial services, including:
Savings & Investments: Whether you are looking to build wealth, plan for the future, or provide for your family's financial security, our experienced team can help you achieve your savings goals.
Mortgages & Equity Release: As fully qualified Independent Mortgage Brokers, we can guide you through the mortgage process and help you find the best mortgage deal for your individual circumstances.
Pensions & Retirement Planning: We help individuals, families, and businesses plan for retirement, ensuring a secure financial future.
Protect Yourself & Your Family: Our expertise extends to insurance products that can protect you and your loved ones from unexpected events, such as illness, accidents, and redundancy.
Bespoke Products & Services: We understand that every individual is unique, and therefore requires a tailored approach to their financial planning. Our bespoke services are designed to meet the specific needs of each client.
Why Seek Advice?
Life is unpredictable, and financial challenges can arise at any time. By seeking expert advice from our experienced team, you can:
- Save money and invest wisely
- Plan for retirement and secure your financial future
- Protect yourself and your loved ones from unforeseen events
- Grow your wealth and achieve your financial goals
At Invest Southwest, our dedicated team of professionals is committed to providing expert guidance and support to help you achieve your financial objectives. With our expertise, you can achieve a brighter financial future.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Invest Southwest Independent Financial Advisers. The company has been praised for its professional, knowledgeable, and friendly service.
Key Strengths
- Clear and concise communication
- Personalized and tailored approach to financial planning
- Friendly and approachable advisers
- Trustworthy and reliable service
- Ability to explain complex financial concepts in simple terms
Adviser Praise
Several advisers have been specifically praised for their excellent service, including Paul, Adrian, Matt, Benson, and Matthew Duncan. These advisers have been commended for their professionalism, expertise, and friendly approach.
Long-Term Relationships
Some reviewers have been using Invest Southwest's services for several years, demonstrating the company's ability to build long-term relationships with its clients.
