Invest Southwest Reviews

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

4.9 Rating 446 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 446 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

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“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) -

“Paul Gold was professional and kind during our meetings. He made good suggestions and answered any queries I had quickly.”

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(Paul Gold) -

“Seb always puts himself out for the customer. He’s very knowledgable and is always able to give sound advice. He responds immediately to email enquiries. Seb is an excellent financial advisor”

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(Seb Powles) -

“We are v. Pleased with the advice and help given.”

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(Paul Johnston) -

“Excellent service”

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(Seb Powles) -

“Karen was able to secure me a mortgage offer very quickly and advised me before the rates were due to increase again. She helped with all my queries and gave very good advice”

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(Karen Gregory) -

“Paul Johnson was very efficient & friendly. I also found him very knowledgeable & he kept me informed throughout the process.”

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(Paul Johnston) -

“I have dealt with Matt for many years now and his service has always been first class”

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(Matthew Duncan) -

“Great service and very professional. Excellent delivery ethos.”

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(Matthew Duncan) -

“Paul was excellent. He took the time to understand my situation and to work out the investment plan required. The whole service was very efficient.”

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(Paul Gold) -

“Paul was very knowledgeable, helpful and provided us with all the information we needed for us to make our decision.”

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(Paul Johnston) -

“Delighted with the help we have had. Pleasant , polite personnel”

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(Mark Tarbard) -

“Couldn’t do enough to help and ensure I got the best investments for me. Thank you!”

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(Paul Booker) -

Invest Southwest is rated 4.9 based on 446 reviews