Invest Southwest Reviews

4.93 Rating 297 Reviews
100 %
of reviewers recommend Invest Southwest
Merchant Metrics
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
4.95 out of 5
Read Invest Southwest Reviews

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, ,

Anonymous
Anonymous  // 01/01/2019
Extremely pleased with shares performance and Richards advice and help whenever needed if there were 10 stars Richard would get them
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(Richard Clarke) -
Haven't got time.
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(Matthew Duncan) -
A friend had recommended us to Invest Southwest and to Adrian Rooney in particular. In spite of Covid 19 and the many restrictions, we managed all the preliminary discussions with a very detailed coverage of how the investment system works. Adrian is very professional and gives you all the time you need to consider your options. Always available for any questions or concerns, we would highly recommend.
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(Adrian Rooney) -
We needed pension advice for multiple policies on what to do with them.. We agreed to move them all under one policy and this has taken place easily with no pain and quickly. I would not hesitate to recommend to anyone that Invest Southwest for financial advice give a fast, polite and personal service.
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(Paul Gold) -
I was very happy with the advice I was given and the time and patience shown to ensure I understood all my options.
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(Matthew Duncan) -
We recently used invest southwest to obtain our mortgage, Matt and Ryan were fantastic we had a difficult case but they both worked so hard to get us a mortgage and we’re always on the end of the phone to help us with any questions or problems. Would highly recommend
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(Matthew Duncan) -
Seb is always very helpful regarding my investments and is polite and friendly
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(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.
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(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 .
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(Adrian Rooney) -
Very diligent. All options explored and the customer listened to
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(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.
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(Matthew Duncan) -
Ryan was very easy to work with and helped an awful lot. Would recommend!
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(Ryan Cleverly) -
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.
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(Paul Gold) -
Invest Southwest agent is the best ,goes beyond his line of duty to assist us.
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(Paul Johnston) -
Matt provides excellent, impartial advice and we wouldn't want to go anywhere else for financial advice and services. Highly recommended.
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(Matt Tilley) -
Very professional.
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(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.
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(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.
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(Chris Watson) -
Very comprehensive service, fully informative in good time, excellent follow-up and progression of queries and actions.
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(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
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(Paul Gold) -
Invest Southwest is rated 4.93 based on 297 reviews