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Invest Southwest Reviews

4.9 Rating 443 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

4.9

Based on 443 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

“Seb is always very helpful regarding my investments and is polite and friendly”

(Seb Powles) -

“Matthew Duncan, of Invest Southwest, has been dealing with three pension pots that I had not touched since retiring. Matthew identified special terms relating to one of the pots that I was unaware of. After discussing our requirements and other finances, he drew up a plan to combine the pots into a drawdown pension. We took Matthew's advice, and he liaised with the pension companies to ensure that the work was completed in time. I am impressed by Matthew's knowledge and by his approach to financial advice. I would recommend Invest Southwest for pension advice.”

(Matthew Duncan) -

“My experience with invest southwest, and Adrian Rooney was enlightening and enjoyable, the facts were presented clearly and I felt that I was in very good hands. I would most definitely recommend to friends and family. Thank you .”

(Adrian Rooney) -

“Very diligent. All options explored and the customer listened to”

(Richard Clarke) -

“After inheriting a modest sum from parents house sales several years ago we consulted Matthew for advice, having never previously used a financial advisor. We found him to be very pleasant, easy to chat to and very knowledgeable. We found his advice very helpful in many ways and are delighted that his suggested investments have protected our money through turbulent times. We have since moved pension investments under his management.”

(Matthew Duncan) -

“Ryan was very easy to work with and helped an awful lot. Would recommend!”

(Amie Johnston-Ward) -

“I have been a client of Invest Southwest for over 12 years and in the past 18 months dealt with Paul on a number of matters including pensions, life assurance and more recently mortgages. Paul always takes the time to establish my current situation and exact requirements before researching and presenting the best product or solution for me. I have no need to use any other firm and would not hesitate in recommending Invest Southwest.”

(Paul Gold) -

“Invest Southwest agent is the best ,goes beyond his line of duty to assist us.”

(Paul Johnston) -

“Matt provides excellent, impartial advice and we wouldn't want to go anywhere else for financial advice and services. Highly recommended.”

(Matthew Tilley) -

“Very professional.”

(Adrian Rooney) -

“I have always had excellent advice and help from Chris. He has been my financial adviser for many years now and I trust his recommendations.”

(Chris Watson) -

“Chris was very professional and knowledgeable in helping us find an investment that suited our needs. He exceeded our expectations regarding sorting out an investment with an existing Will Trust. We would have no hesitation in recommending him.”

(Chris Watson) -

“Very comprehensive service, fully informative in good time, excellent follow-up and progression of queries and actions.”

(Martin Lane) -

“Prompt response, Paul listened to my requirements, offered solutions and explained their merits, assisted in making choices and delivered a package on a tight timetable. I always felt that my needs were important and had full confidence in the quality of Paul's proposals. A thoroughly professional performance delivered in a relaxed manner”

(Paul Gold) -

“Very professional, high calibre service, with seamless processes and sound knowledge. Highly recommended.”

(Matthew Duncan) -

“Matthew always provides us with a straight forward and professional service.”

(Matthew Duncan) -

“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.”

(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!”

(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.”

(Matthew Duncan) -

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

(Martin Lane) -

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Invest Southwest is rated 4.9 based on 443 reviews