Invest Southwest Reviews

Name: Invest Southwest
Address: 12 Hammet Street, Taunton, Somerset
Rating: 4.93

4.9 Rating 476 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 476 reviews

Customer Service
Communication Channels	Telephone, Email, Live Chat

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

“We love seeing Richard and really look forward to his visits. His advise is invaluably and he makes everything very easy. Very importantly Richard really cares.”

Helpful Report

(Richard Clarke) -

“I am not one of their big money clients but have always found them to be extremely helpful with managing my investments, sorting a will and recently securing me a mortgage.”

Helpful Report

(Benson Van Der Elst) -

“A warm welcome from everyone Owen listened to our needs and we were given choices , and we made informed decisions Going forward is hassle free Leaving finacial worries behind The hot choc is good too 👍”

Helpful Report

(Owen Irish) -

“Paul Gold has been a god send over the last few years as we have moved from employment to self employment. He’s helped us set up pensions for us as well as advising us on lots of other financial matters, including arranging two remortgages over the years. We’ve appreciated his gentle, kind and understanding approach as he’s advised us with realistic and achievable financial plans for now and the future. Paul has since arranged a mortgage for one of our daughters and is about to do the same for another of our girls. He always goes above and beyond and is totally trustworthy and reliable. I would highly recommend him as a financial advisor. We feel in safe hands with Paul.”

Helpful Report

(Paul Gold) -

“Easy to do business with via good relationship with advisor which is the strength of our association with ISW. Must stay sharpe on the administrative side and overall ISW must guard against complacency in long term engagements.”

Helpful Report

(Paul Gold) -

“Clean business premises, good location, polite and friendly staff and you get all the time on the world.”

Helpful Report

(Jamie Wheeler) -

“My wife has invested some funds with Invest Southwest for a number it years now. She has always been impressed with the level of professionalism and the excellent communication provided by Paul. My recent experience when investing a portion of my pension lump sum has been no different. I am confident that the team at Invest Southwest will continue to provide an excellent service for which I am very grateful. In response to the means of communication question below, we have used all three methods in the past and in all cases response times have been well within expected timeframes.”

Helpful Report

(Paul Booker) -

“We were very impressed with the time and effort put into advising us about our mum's finances. I would highly recommend Owen. Very knowledge, kind and organised. Communication was fantastic.”

Helpful Report

(Owen Irish) -

“I've used Invest SouthWest both personally and for a charity that I am involved with. Both advisers were extremely helpful, available for questions and not pushy. Would thoroughly recommend.”

Helpful Report

(David Milne) -

“Paul Gold was extremely helpful in arranging my new critical illness policy, explaining everything clearly and making the whole process simple and straightforward as always. Professional, friendly and knowledgeable throughout. Highly recommended!”

Helpful Report

(Paul Gold) -

“Cant fault the service we recieved from Paul for our remortgage - helpful and patient from start to end!”

Helpful Report

(Paul Gold) -

“Benson was incredibly response, supportive and knowledgable. Would thoroughly recommend. We have used Invest Southwest twice now and couldn't fault their professionalism and sound advice.”

Helpful Report

(Benson Van Der Elst) -

“Excellent service and professional help.”

Helpful Report

(Amie Johnston-Ward) -

“Always helpful”

Helpful Report

(Adrian Rooney) -

“I had an excellent experience with Invest Southwest. From the very beginning, Paul was professional, approachable, and took the time to understand my financial goals before offering tailored advice. He explained everything clearly, without any pressure or confusing jargon, which gave me real confidence in the decisions I was making. Their independent approach meant I felt the recommendations were genuinely in my best interests rather than driven by sales targets. Communication was prompt, transparent, and friendly throughout the process, and I always felt well informed. I would highly recommend this firm to anyone looking for trustworthy, knowledgeable, and client-focused financial advice.”

Helpful Report

(Paul Gold) -

“My continued association with Mr Richard Clarke is friendly , professional , and i personally hold him in high regard long may our association continue . My recent contact with your wills dept again was profesional and freindly . In todays world of faceless communication it is good to be able to talk to or meet a person not just a computer screen .”

Helpful Report

(Richard Clarke) -

“Paul Johnston has been extremely helpful in setting up our investments He has explained everything throughly and always replies to us very promptly we would definitely recommend him to family and friends”

Helpful Report

(Paul Johnston) -

“Paul Gold is a great asset to Invest Southwest. He is very proffessional, very patient, explains things clearly and is a pleasure to do business with.”

Helpful Report

(Paul Gold) -

“Very approachable and helpful. Always available for advice”

Helpful Report

(Matt Tilley) -

“Great Company , very knowledgable especially Owen who looks after us”

Helpful Report

(Owen Irish) -

Invest Southwest is rated 4.9 based on 476 reviews