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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

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Very friendly professional company”

(Paul Johnston) -

“The financial advice I have received is tailored to my personal situation and annual reviews remind me of the need to manage my finances in an ongoing way. Invest Southwest have managed the covid situation well. My adviser is friendly and professional at all times.”

(Matthew Tilley) -

“Nick is fantastic, excellent adapted skills & knowledge. Very helpful & easy to deal with”

(Nick Bashford) -

“David is excellent We know we are in safe hands leaving our investments with him. He replies very quickly if I leave a message on his answer phone.”

(David Donohoe) -

“Kind, understanding and patient advice. Superb help!”

(Matthew Duncan) -

“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.”

(Seb Powles) -

“Paul explains all of our investments clearly, he is always approachable and responds promptly should we have any questions”

(Paul Johnston) -

“The team did not meet their own deadlines and communication on progress could have been better”

(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.”

(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.”

(David Milne) -

“First rate service from beginning to end. Informative, supportive, professional, polite, efficient from beginning to end and with a sense of humour.”

(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!”

(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.”

(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”

(Matthew Duncan) -

“Knowledgeable, helpful & friendly”

(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.”

(Richard Clarke) -

“Very professional service, extremely knowledgeable with prompt replies. I would not hesitate to recommend.”

(Matthew Duncan) -

“Always excellent service have trusted Adrian for some years never lets us down.”

(Adrian Rooney) -

“Always had good communication and information from Paul gold Very happy with my investment choice”

(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”

(David Donohoe) -

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Invest Southwest is rated 4.9 based on 443 reviews