Invest Southwest Reviews

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

4.9 Rating 447 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 447 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

Filter: Rated 5 None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“I would recommend Invest Southwest to anyone who needed financial advice and guidance. They will give a honest and real solutions to your individual requirements.”

Helpful Report

(Matthew Duncan) -

“Matt always provides clear and concise advice that is easy to understand. He has helped us many times previously and this time was no different. Great service!”

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(Matthew Duncan) -

“Very pleased with the expert advise and the financial planning for my future retirement. Look forward to our next meeting. Would highly recommend booking an appointment.”

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(Matthew Duncan) -

“Martin Lane provides clear and jargon free advice in a friendly and helpful manner; it is always pleasant to work with him.”

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(Martin Lane) -

“Excellent personal service Paul has kept us updated regularly and has really gone the extra mile”

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(Paul Johnston) -

“Good personal service geared to your individual needs, always friendly and informative. I would recommend using them. Will writing service is very good as well”

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(David Penny) -

“I have found Invest Southwest to be very professional. Their representative Karen, inspires confidence and is very knowledgeable. She is very friendly, supportive in making important decisions and perspicuous.”

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(Karen Gregory) -

“A reliable company aiming to maximise investment opportunities for their clients”

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(Matthew Tilley) -

“I found Paul Johnston very easy to get on with and he explained everything very well especially where I have struggled to understand some areas of pensions before. First class service. Thank you”

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(Paul Johnston) -

“Couldn't have had a better experience, all information easily understood, no delays in responding to communications. Would recommend to anyone. Thankyou”

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(Paul Booker) -

“Patient, informative and professional service.”

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(Mark Tarbard) -

“Martin is a fantastic advisor who listens to and responds to our needs. I wouldnt choose anyone else whome i trust more to advise me with my finances. Thank you”

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(Martin Lane) -

“Hi, we have always been very pleased with the service that we receive from Invest Southwest,this has been carried out by Richard Clarke who could not be more helpful especially with my late mothers estate {Will and equity release}.Also dealing with some investments for me and now some investments for my wife Dawn.Many Thanks Julian James.”

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(Richard Clarke) -

“I have always found Matthew to be extremely helpful and professional; he has provided clear financial advice for both private company and private pensions, and I wouldn't hesitate to recommend his services.”

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(Matthew Duncan) -

“I could not be more delighted with the help and advice have received from Invest Southwest. I have been using the company for several years now and they have provided me with highly valued and professional services in relation to complete financial planning, investments, mortgages, wills and insurances. Invest Southwest have tailored their service according to my needs, being flexible, accommodating and always welcoming and friendly. I couldn't ask for better service, thank you.”

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(David Penny) -

“Worked to get us the best mortgage rate available. Always in communication with us throughout the process. Very happy customers.”

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(Matthew Duncan) -

“My financial advisor Mr Paul Johnston has been excellent in helping me solve my finances this year especially.”

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(Paul Johnston) -

“The team at Invest West led my Matthew Duncan are always available to speak to and give not just advice, but a variety of options. They have also dealt with complex mortgage cases for me. A financial adviser to consider for your lifetime.”

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(Matthew Duncan) -

“Richard has always been extremely helpful, approachable and hard working. His advise has always been with our best interests to mind. I have been pleased with how are investments have grown and have recommended his / invest south west to others.”

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(Richard Clarke) -

“Very supportive throughout the process , very quick to respond to any queries . Would highly recommend .”

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(Matthew Duncan) -

Invest Southwest is rated 4.9 based on 447 reviews