Invest Southwest Reviews

4.9 Rating 378 Reviews
100 %
of reviewers recommend Invest Southwest
4.9
Based on 378 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
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
We have found that Invest Southwest provides an excellent overall service to ensure that our funds are safe but keep up with the markets as effectively as possible. Highly recommended.
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(Seb Powles) -
Paul explains all of our investments clearly, he is always approachable and responds promptly should we have any questions
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(Paul Johnston) -
The team did not meet their own deadlines and communication on progress could have been better
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(Paul Gold) -
I was absolutely so thrilled with Paul Johnston he explained things clearly and so helpful. A great guy you have working for you would throughly recommend him to anyone I know.
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(Paul Johnston) -
I cannot overstate how helpful David Milne has been in assisting me with advice for my pensions. He has handled all of the organisation of my new schemes and investments, and I am delighted with how they are progressing.
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(David Milne) -
First rate service from beginning to end. Informative, supportive, professional, polite, efficient from beginning to end and with a sense of humour.
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(Paul Johnston) -
Paul and the Invest Southwest team we’re very helpful throughout the whole purchase process. They did a great job explaining the different mortgage products on the market and finding is a great deal in a complex market. Thanks for the great service!
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(Paul Johnston) -
Martin from Invest Southwest has been very helpful and informative in his dealings with us, I have faith in his decisions with regard to our finances. For some reason this was addressed to Mrs Lewis at Mr lewis's email however we are both happy with Martin's advice.
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(Martin Lane) -
Really good honest service. I was trying to make my own steps in buying a buy to let. However I was encountering a few problems in obtaining a mortgage in principle without an exact property i wanted make an offer on. Without this I seemed to be having to overcome hurdles set out by estate agents thoughts of myself potentially time wasting. Matthew made the whole process very smooth for me and would look to use them again in the not too distant future. Darren Stacey
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(Matthew Duncan) -
Knowledgeable, helpful & friendly
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(Paul Gold) -
In my opinion Invest Southwest is an extremely professional organisation as is it’s staff particularly Mr Richard Clarke. I am very satisfied with the performance of our investments and the advice given regarding potential for improved opportunities.
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(Richard Clarke) -
Very professional service, extremely knowledgeable with prompt replies. I would not hesitate to recommend.
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(Matthew Duncan) -
Always excellent service have trusted Adrian for some years never lets us down.
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(Adrian Rooney) -
Always had good communication and information from Paul gold Very happy with my investment choice
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(Paul Gold) -
We have always found our advisor to be extremely helpful and knowledgeable and always willing to go the extra mile on our behalf. Although we are fairly new clients of Invest South West we have found your service to be first class
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(David Donohoe) -
Great friendly staff, with made to feel at ease and felt the trust in the Service.
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(Matthew Duncan) -
Paul gave excellent, clear advise. He listened to my circumstances and I trusted him completely to give me the best advise.
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(Paul Booker) -
Helpful and efficient. Thank you for all your help.
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(Matthew Duncan) -
I am very happy with the service Mark provides. He is friendly, informative and gets things done with minimum input from me. I would highly recommend him if you need help and support with investments and pensions.
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(Mark Tarbard) -
Paul has provided me with the ability to have all my various pension pots in one pot of various investment types. It is now much easier to see my pensions worth and the investments are hoped to grow more then if I had just left them as they where. The only reason I have not given 5 stars is due to a slight lack of initial communication in our earlier e-mails which was resolved very well after a couple of phone conversations
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(Paul Gold) -
Invest Southwest is rated 4.9 based on 378 reviews