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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

“Excellent service from Paul as always.”

(Paul Booker) -

“We have been dealing with Matt for several years now and always get excellent service.”

(Matthew Duncan) -

“Ryan was extremely helpful in helping us get our first mortgage. He was very informative and always made himself available to discuss any queries that we had very quickly. Would absolutely recommend using Ryan at Invest Southwest,”

(Amie Johnston-Ward) -

“We would highly recommend Matt from Invest Southwest to anyone seeking financial advice - we have nothing but praise for the service we have received. We were unsure of our options with regards to investment and Matt guided us through, listening to gain a thorough understanding of our needs and clearly explaining the recommendations. His knowledge helped us to feel more than confident in our choices and we will 100% be seeking advice from Matt for future financial decisions!”

(Matthew Tilley) -

“Our pension planning has been in the financial care of Invest Southwest for quite some years and we have benefitted greatly from the advice that has been provided. It can be a bit of a challenge finding a company that one can have faith in as one never knows precisely how things will turn out. However, I am pleased to say that, to date, we have not been disappointed. We have a great relationship with our advisor and look forward to a secure future.”

(Paul Booker) -

“Seb Powles has given me and my family excellent advice for many years. His guidance is highly valued.”

(Seb Powles) -

“Friendly and supportive. Discussed all my options until I decided want I wanted to do.”

(Paul Booker) -

“I am very greatful for the service and help that I required!”

(Paul Gold) -

“Seb is always very informative about my investments and advice on what to do.”

(Seb Powles) -

“Highly recommend mark from invest southwest very helpful and lots of knowledge helped us as a family with our finances.”

(Mark Tarbard) -

“Invest south west made it very easy for me in regards to my late wife's finances and and made reinvesting as hassle free and understandable as possible. Going back to them to write a new will soon.”

(Paul Gold) -

“Friendly, accessible advice which is clearly explained.”

(David Milne) -

“Matt at Invest Southwest, has been incredibly helpful over the years, and offered us some very useful advice.”

(Matthew Duncan) -

“We received excellent advice from Paul Booker with regards to a very small mortgage application. Despite persistent delays from the provider, Paul maintained the pressure to achieve a great result. Further, Paul has given first-class advice on pensions, including assisting with part drawdowns and now reviewing for best options. We would thoroughly recommend.”

(Paul Booker) -

“I asked David to review my current pensions. He was knowledgeable and explained things clearly, and I now have changed my pension.”

(David Milne) -

“Paul Gold understands our requirements, carries out in depth research, thorough and knowledgeable and has always offered very good investment advice.”

(Paul Gold) -

“Paul dealt with our case with the utmost efficiency, replied extremely promptly to every single one of our emails, kept us informed throughout the whole process. We would have absolutely no hesitation, whatsoever, in recommending him to family and friends. He is worth his weight in gold!”

(Paul Johnston) -

“Paul was very friendly & informative. No hard pressure selling. Listened to my circumstances & requirements. Came up with a suitable solution. Very happy with the service provided.”

(Paul Booker) -

“Matt at Invest Southwest has been beyond helpful over the 5+ years he’s worked with us. From life insurance, through remortgaging, will guidance and most recently investment advice, Matt has always been clear and concise in his recommendations and extremely thorough in his research and understanding of our needs! The fact I’ve recommended him to my sister, brother-in-law and mother-in-law is a testament to the trust I have in the service he and the wider Invest Southwest team provide.”

(Matthew Tilley) -

“Very clear on what they can offer and do. Local rep lives near to me and recommend by people on FB.”

(Paul Gold) -

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Invest Southwest is rated 4.9 based on 443 reviews