Invest Southwest Reviews

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

4.9 Rating 476 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

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4.9

Based on 476 reviews

Customer Service
Communication Channels	Telephone, Email, Live Chat

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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“I would highly recommend Owen from Invest Southwest - I was looking for some truly independent financial advice regarding moving my pension from SJP due to poor service and very disappointing performance. I have been impressed by the quality and professionalism of the service he has provided and the clear information regarding the upfront and future charges.”

Helpful Report

(Owen Irish) -

“Paul Johnston, our advisor, courtesy of Invest Southwest, was excellent. From the word go, Paul was very informative, and considering the complex world of finances, was able to explain our options in a way that we could understand, and, to answer our many questions. Paul certainly went the extra mile for us, and what a lovely man. I would certainly recommend Invest Southwest!”

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(Paul Johnston) -

“Always informative and kept up to date with what's going on with mt platform.”

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(Paul Gold) -

“It was a pleasure interacting with Paul. I found him to be knowledgeable and informative. He always responded to any questions I had promptly. He made the process smooth and painless, which at times could be frustrating, and which was out of his control. I would highly recommend Invest Southwest.”

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(Paul Gold) -

“Could not be happier. All products spoken of were walked through and explained in full. Communication was excellent, during and after. Richard has an ease about him that is reassuring , knowledgeable and professional. A pleasure..”

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(Richard Clarke) -

“service and result was second to none. ryan cleverly and benson were outstanding and delivered!”

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(Matthew Duncan) -

“We have used Invest Southwest to sort out my wife's pension on her retirement and Paul Johnston the adviser was brilliant he explained everything so that we could understand it he was very friendly and polite and got the job done extremely quickly we look forward to using Invest South West in the future. A very professional company we would highly recommend them.”

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(Paul Johnston) -

“Good, clear service from our responsive Advisor”

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(Martin Shea) -

“Paul took the time to identify our investment requirements and provided a balanced summary of options. The communications have been excellent throughout the review process and all the details surrounding our pension provisions and investment portfolio have been well explained.”

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(Paul Gold) -

“I had been putting off reviewing my pensions for ages as I didn't really understand the terminology and it seemed a minefield ! Chris Watson was very patient and took time to go through and explain everything thoroughly. I am really happy with the advice and service I received . Thank you !”

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(Chris Watson) -

“Excellent service, always considerate and friendly, informative and tailored to the individual persons needs .”

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(Karen Gregory) -

“Always excellent advice and service”

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(Paul Booker) -

“Chris Watson financial advisor from Invest Southwest was very professional. He gave sound and helpful advice. He took the time to explain things and gave me time to think about the advice he gave, there was no pressure for me to decide in a hurry. It was evident he always had my best interests as his prime consideration.”

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(Chris Watson) -

“Very satisfied,and very helpful.”

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(Richard Clarke) -

“Karen was excellent. She talked me through every step in a way that I could understand . She was able to offer me options and helped me make the right one for me. She came highly recommended and I would definitely recommend her to others. I would have no hesitation in going to her again should I need to.”

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(Karen Gregory) -

“Excellent service no complaints.”

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(Seb Powles) -

“Always a brilliant discussion with our Financial Adviser & we totally have great confidence in his advice,TOP MARKS ,to Invest Southwest.!”

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(Paul Johnston) -

“The service provided by our Independent Financial Advisor over the years has been invaluable. We are confident that our finances and investments are in a good place thanks to our IFA. Our IFA has excellent knowledge of tax, investments, trusts and pensions and always takes the time to carefully explain the reasons for his advice and respond to any questions we have.”

Helpful Report

(Chris Watson) -

“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) -

Invest Southwest is rated 4.9 based on 476 reviews