Invest Southwest Reviews

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

4.9 Rating 455 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

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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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Phone:

01823353970

Email:

info@investsouthwest.co.uk

Location:

12 Hammet Street,
Taunton
Somerset
TA1 1RZ

Anonymous

Anonymous // 01/01/2019

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“Very pleased with service provided”

Helpful Report

(Seb Powles) -

“I approached Paul Gold and Invest Southwest about twelve ago as I was coming up to retirement. I met Paul Gold several times when he took my input and general feelings before he advised me by showing me the advantages for me to take the drawdown scheme. He established fairly quickly that I am 'risk averse' and I was made to feel comfortable by his easy manner. I am disabled with a speech impediment but that didn't phase him. Along side of meeting him, his team worked to so that eventually he could sum up and agree with me to invest the bulk of my pension pot while allowing me to take the tax free sum. This has proved useful and I am still extremely happy with the way that Invest Southwest - and Paul in particular - has managed my pension pot. He has answered all my questions and kept me informed throughout the process. I imagine that the company has larger customers but I always feel comfortable speaking face to face with him and/or emailing him. Invest Southwest has treated me well. Full marks from me!”

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(Paul Gold) -

“Invest Southwest always provide me with a speedy response to any request in a friendly and professional manner, whatever the topic.”

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(David Penny) -

“Great service. I would recommend anyone to see David Milne for pension advice.”

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(David Milne) -

“Personable, clear, prompt communications and readily available to discuss any matters or concerns. This is particularly important in the current uncertain climate. And Paul remembers birthdays (when reminded!).”

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(Paul Booker) -

“Matthew gave me great advice and made me feel at ease. I can’t recommend him enough”

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(Matthew Duncan) -

“I approached Invest Southwest with a confusing and unfathomable pension picture from Prudential and I received clear, plain English advice and support from Paul to make sense of the process and ultimately find me the best deal. I have been really impressed with the professionalism, expert knowledge and friendly and engaging way I was dealt with throughout and would highly recommend their services.”

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(Paul Gold) -

“Friendly, knowledgeable and contactable”

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(Matthew Duncan) -

“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 455 reviews