Invest Southwest Reviews

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

4.9 Rating 458 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Info

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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“Excellent service from David Milne, completely suited to my circumstances, with very clear explanations of all aspects of investment. Responded promptly and knowledgeably to any queries with empathy and understanding of individual situations. Would highly recommend him. Mrs Kate Bevan”

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(David Milne) -

“My Financial Adviser Richard Clarke is simply the best. He has literally made my dream of retiring early come true. Without him I would still be struggling at work. 5 Star's Invest Southwest for having an amazing guy like Richard working for you. Thank you Richard”

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(Richard Clarke) -

“I can't praise Karen Gregory enough for helping me with my pension. She was so friendly and kept in contact with me at all times. She explained things in a way that I could understand. I would never had ,had the patience to deal with all the constant being on hold ,with the many phone calls she made on my behalf. Would definitely recommend her to anyone.”

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(Karen Gregory) -

“Very happy with the service. Professional advice and I feel confident that my investment will grow.”

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(David Milne) -

“I received great advice on mortgage offers and consideration of future planning was discussed and thought through. This generated a good outcome considering the challenging environment at present.”

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(Paul Gold) -

“Great advice and actually fun to deal with.”

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(David Milne) -

“David provided clear options and suggestions to simplify my investments and kept me informed as the changes were implimented.”

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(David Donohoe) -

“Great service and support from start to finish!”

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(Adrian Rooney) -

“I would recommend Invest Southwest , Seb has been very helpful and given us the best advice . Always polite and professional .”

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(Seb Powles) -

“We are very pleased with the work Martin Shea has done for us, sorting g out any years of investments.”

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(Martin Shea) -

“Extremely helpful and very knowledgeable about getting the mortgage and insurance sorted, would highly recommend”

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(Karen Gregory) -

“Thought myself reasonably astute with money matters and have planned for retirement with a works pension & a SIPP, however, converting these into pensions I can draw from has been a real story and I'm sure without Martin's help I would still be floundering in the paperwork. Thank you Martin”

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(Martin Lane) -

“Mark was very helpful. I've been putting off sorting out my pension for years. Mark simplified the process immensely”

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(Mark Tarbard) -

“Excellent customer service always feel confident with service never pressured to make investment Easy to discuss investments would recommend”

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(Paul Johnston) -

“We have been with Invest Southwest for many years now and under the excellent care of Dave. We have recently had the pleasure of working with Paul and his advice has been invaluable in supporting us as we come into retirement. I can't thank then enough for all the excellent years of service.”

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(Paul Gold) -

“Friendly, excellent trustworthy service. I would highly recommend Invest Southwest”

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(Paul Booker) -

“Excellent service, very happy to use them for all my financial advice in the future.”

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(Richard Clarke) -

“I am very happy with Invest Southwest and confident that Seb Powles is managing my investments with a high level of competence and knowledge. He is always quick to respond and deal with any concerns or requests I have made relating to my finances. He is courteous and pleasant to deal with and demonstrates that he understands my circumstances and financial requirements. He explains our financial plans clearly so that I understand what I am agreeing to, which I feel is very important.”

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(Seb Powles) -

“Was highly impressed with the service I received, all advice given was impartial & nothing too much trouble. Would definitely recommend if asked.”

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(Paul Booker) -

“Very friendly and helpful people to deal with. They listen carefully to my requirements, and I have every confidence in the advice I have been given regarding my investments and pension.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 458 reviews