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Invest Southwest Reviews

4.9 Rating 443 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

4.9

Based on 443 reviews


Shipping & Delivery
Delivery Methods	Postal Service
On-time Delivery	100%
Customer Service
Communication Channels	Live Chat, Telephone, Email
Queries Resolved In	Under An Hour
Customer Service	5 out of 5

About Invest Southwest:

Invest Southwest is a multi-award winning, highly experienced team of Independent Financial Advisers. Fully regulated by the Financial Conduct Authority, we offer a wide range of financial strategies and products to suit your personal, family and business needs. Getting to know you is key to helping you set and achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing Advice...For Life.

Visit Website

Phone:

01823353970

Email:

info@investsouthwest.co.uk

Location:

12 Hammet Street,
Taunton
Somerset
TA1 1RZ

Anonymous

Anonymous // 01/01/2019

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Finding someone to trust with personal financial decisions can easily be a little daunting and so when I contacted Invest Southwest and made an appointment with Martin Lane I was very soon at ease. Martin is very approachable, friendly, knowledgeable and very experienced in his field. I feel I’m in a safe pair of hands. Thanks Martin.”

(Martin Lane) -

“Our initial impressions are excellent, have been guided through the processes excellently by Owen and has been great at keeping us involved at every step. First impressions are off to a great and positive start.”

(Owen Irish) -

“Fantastic service given especially from Benson. Highly recommend.”

(Matthew Duncan) -

“A very knowledgeable IFA. Listens to his clients and recommends various options. So glad we changed ifa.”

(Paul Johnston) -

“Clear and concise information to make informed decisions.”

(Matt Tilley) -

“Amazing service would recommend to family and friends”

(Paul Gold) -

“Helpful and professional”

(Mark Tarbard) -

“I would highly recommend Owen from Invest Southwest - I was looking for some truly independent financial advice regarding moving my pension from SJP due to poor service and very disappointing performance. I have been impressed by the quality and professionalism of the service he has provided and the clear information regarding the upfront and future charges.”

(Owen Irish) -

“Paul Johnston, our advisor, courtesy of Invest Southwest, was excellent. From the word go, Paul was very informative, and considering the complex world of finances, was able to explain our options in a way that we could understand, and, to answer our many questions. Paul certainly went the extra mile for us, and what a lovely man. I would certainly recommend Invest Southwest!”

(Paul Johnston) -

“Always informative and kept up to date with what's going on with mt platform.”

(Paul Gold) -

“It was a pleasure interacting with Paul. I found him to be knowledgeable and informative. He always responded to any questions I had promptly. He made the process smooth and painless, which at times could be frustrating, and which was out of his control. I would highly recommend Invest Southwest.”

(Paul Gold) -

“Could not be happier. All products spoken of were walked through and explained in full. Communication was excellent, during and after. Richard has an ease about him that is reassuring , knowledgeable and professional. A pleasure..”

(Richard Clarke) -

“service and result was second to none. ryan cleverly and benson were outstanding and delivered!”

(Matthew Duncan) -

“We have used Invest Southwest to sort out my wife's pension on her retirement and Paul Johnston the adviser was brilliant he explained everything so that we could understand it he was very friendly and polite and got the job done extremely quickly we look forward to using Invest South West in the future. A very professional company we would highly recommend them.”

(Paul Johnston) -

“Good, clear service from our responsive Advisor”

(Martin Shea) -

“Paul took the time to identify our investment requirements and provided a balanced summary of options. The communications have been excellent throughout the review process and all the details surrounding our pension provisions and investment portfolio have been well explained.”

(Paul Gold) -

“I had been putting off reviewing my pensions for ages as I didn't really understand the terminology and it seemed a minefield ! Chris Watson was very patient and took time to go through and explain everything thoroughly. I am really happy with the advice and service I received . Thank you !”

(Chris Watson) -

“Excellent service, always considerate and friendly, informative and tailored to the individual persons needs .”

(Karen Gregory) -

“Always excellent advice and service”

(Paul Booker) -

“Chris Watson financial advisor from Invest Southwest was very professional. He gave sound and helpful advice. He took the time to explain things and gave me time to think about the advice he gave, there was no pressure for me to decide in a hurry. It was evident he always had my best interests as his prime consideration.”

(Chris Watson) -

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Invest Southwest is rated 4.9 based on 443 reviews