Invest Southwest Reviews

4.93 Rating 276 Reviews
100 %
of reviewers recommend Invest Southwest
Merchant Metrics
Shipping & Delivery
Delivery Methods
Postal Service
On-time Delivery
Customer Service
Communication Channels
Live Chat, Telephone, Email
Queries Resolved In
Under An Hour
Customer Service
4.95 out of 5
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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.

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12 Hammet Street, ,

Anonymous  // 01/01/2019
Paul has explained our options clearly and in our language and has taken a massive weight off our shoulders. This has enable us to retire sooner than we thought
(Paul Gold) -
Easy to communicate with. Great bloke.
(Ryan Cleverly) -
As first time buyers we were keen to go with someone who could explain everything along the way. Ryan was professional, approachable and easy to talk to during the whole process. Ryan made the process straightforward to and stress free. Would Highly Recommend.
(Ryan Cleverly) -
a very calm and reassuring service under the unusual circumstance that we find ourselves in
(Nick Bashford) -
David has provided an excellent service. The charges are fair and transparent and I feel that I have received superb advice.
(David Milne) -
We've been very happy with the service we've received from Invest Southwest since becoming dissatisfied with our previous advisors, thus prompting the change. We're particularly satisfied with the clear and comprehensive study of our changing financial situation and the actions recommended by Paul Gold. We look forward to a continuing relationship with the Company in the management of our financial affairs.
(Paul Gold) -
I have always found Martin Shea to be of the highest calibre. He is very good as assessing my needs as a potential investor and as a person. I trust his judgement and integrity. Oh yes, and he looks after my investment with great care.
(Martin Shea) -
Very pleased with the service of Richard Clark, who guided me through moving my static investment into something a little more profitable, hopefully! Always pleased to hear from Richard.
(Richard Clarke) -
Always very helpful
(Adrian Rooney) -
I received an excellent service from Invest Southwest. I was continually updated and when we had to go in a different direction this was met very positively. I would highly recommend using this company.
(Paul Gold) -
Adrian at Invest Southwest is my financial advisor. His advice and guidance over the years has been invaluable in ensuring a diverse portfolio and steady financial growth. I recently made the decision to take early retirement and drawing on my investments. Adrian guided me through the process always providing support and reassurance. He is helpful in responding to my queries no matter how small. I am grateful for the professional and friendly ervice that Adrian and Invest Southwest provide.
(Adrian Rooney) -
David Milne was very helpful and informative and I am very happy with the advice that he gave me. I am already recommending him to my friends.
(David Milne) -
I have received excellent advice from Invest Southwest who have reinvested my pension fund. I have access to see how my fund is performing and it is already doing much better since I moved it, I am really pleased. Paul Booker is professional and approachable, I asked a lot of questions and Paul was patient and answered everyting clearly. It was a big deal for me to move my pension but now I feel that I am much more in touch with it and have a good relationship with the people who are looking after it.
(Paul Booker) -
Excellent as always .
(Matthew Duncan) -
Throughout buying a new home and our mortgage application, Karen was brilliant and always had our best interest at heart. She helped us and secured out mortgage offer twice (due to one expiry) and made the process a lot smoother in such uncertain times. We would always highly recommend her.
(Karen Gregory) -
Very helpful, very competent in the minefield of pensions, professional and trustworthy.
(David Milne) -
This was the first time I had used a Financial Advisor and Invest SouthWest, and specifically Karen, was recommend to me. I found Karen and the company very efficient, understanding my needs and planning my future investments. They have met everything I have asked of them so far and I am positive my spread of investments will suit my needs.
(Karen Gregory) -
Really pleased with the advice and service provided. Have used the advisor for a number of years and his advice has always been sound and reliable.
(Martin Lane) -
When my late husband became incapable of handling our finances my elder son sought a financial advisor to assist me in managing our affairs; family are not close geographically so some one in the town was required. Paul Booker came and sent time with me and gave me excellent advice regarding investments etc. My husband died 6 months ago and Paul immediately contacted me with condolences and advice on the change in circumstances - I know I am able to depend upon him at any time which is extremely reassuring. Sarah Corps handled my Power of Attorney situation and again was charming and helpful. An excellent and very professional company.
(Paul Booker) -
Chris, from invest Southwest has been totally professional throughout our dealings with him. He is courteous knowledgeable and explains everything thoroughly. I can highly recommend Chris and it has been a pleasure dealing with him
(Chris Watson) -
Invest Southwest is rated 4.93 based on 276 reviews