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

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“Chris Watson makes appointments in good time and clearly explains financial details. Repeating if necessary. He looks at my financial situation and tells me how my financial situation will be in the future as far as he can tell. He is direct and understanding.”

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(Chris Watson) -

“David was honest, informed, friendly and good value. What more could you ask for?”

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(David Milne) -

“This is a very capable, friendly company who have provided an excellent service to us over the last three years. Open and honest, they have provided regular information and oversight of our investments, explained and (where necessary) chased down, answers to our questions, and made recommendations on how to lower our risk in unusual and uncertain market conditions. Always friendly and available, we cannot recommend them highly enough.”

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(Nick Bashford) -

“We have been dealing with Nick Bashford for ten years at least, first when he was with HSBC and then with Invest Southwest. He has always been straightforward and helpful and it was an easy decision for us to move an important part of our investment portfolio into funds that he recommended”

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(Nick Bashford) -

“Good advice and Chris is always swift to respond to enquiries.”

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(Chris Watson) -

“We have been very pleased with the service provided by Richard Clarke for Invest Southwest. The information we have been given has been clear and well explained . It was just what we were looking for.”

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(Richard Clarke) -

“Ideal advice”

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(Chris Watson) -

Invest Southwest is rated 4.9 based on 447 reviews