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

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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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“Helpful, knowledgable and non-condesending approach.”

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(Nick Bashford) -

“I have always had excellent service from my Financial Adviser at Invest Southwest and feel I am in good hands. At my Annual Reviews, he always takes great care to ensure I understand my position and answer any questions I might have. Thank you.”

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(David Donohoe) -

“I find my adviser really top grade and armed with your info and findings an excellent service..”

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(Karen Gregory) -

“Excellent service from my financial advisor who Is friendly, approachable and easily contactable.. Smooth process when moving investments to Invest Southwest. Am always reassured by the advice given and feel confident that my investments are being managed in a way that will ensure that my income needs following retirement will be best met.”

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(Adrian Rooney) -

“I highly regard them them to advise me on my investments.”

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(Adrian Rooney) -

“I'm very impressed with the service I've been provided with at Invest South West. Calm and straightforward advice and Paul has the ability to explain technical issues simply and to give the confidence that there are no daft questions!”

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(Paul Gold) -

“We are pleased satisfied with Nick Bashford our financial advisor, for the effort he puts into given us the best advise & help for our needs,”

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(Nick Bashford) -

“Very friendly and excellent service. Investments reviewed regularly and discussed on personal basis.”

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(Mark Tarbard) -

“All advice , taken onboard , transfers completed promptly.”

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(Karen Gregory) -

“Excellent friendly service as always”

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(Chris Watson) -

“I got excellent, personal service and feel confident that I have made the right financial decisions having talked them through.”

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(Paul Booker) -

“Always an excellent prompt personal service from Matthew who certainly knows his stuff”

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(Matthew Duncan) -

“Fantastic service from Martin Shea”

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(Martin Shea) -

“I saw Paul regarding pension advice. I found him very helpful. He took time to explain everything to me in great depth and gave me advice on all my pensions.”

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“Personal contact with Invest Southwest has been perfect. I have not had any online contact until this request”

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“We have received excellent service from Chris Weston at Invest Southwest over the past two years. He has listened and understood our financial situation and been very clear and professional in his approach and the investment advice he has provided.”

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(Chris Watson) -

“I thoroughly recommend Invest Southwest. A number of my family and friends have been using Matthew and his team at Invest Southwest for a number of years. The service offered is honest, professional, and friendly.”

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“Very happy with Invest Southwest. A professional company who I would recommend 100% to anyone. I have been with my financial adviser Adrian for over 6 years now and he gives an excellent service. You know that your best interests are being looked out for on a regular basis.”

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(Adrian Rooney) -

“Excellent friendly, trustworthy and unbiased advice and subsequent help sorting out pensions along with advice about possible future investments and savings. I wouldn’t hesitate to highly recommend invest south west to anyone.”

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(Karen Gregory) -

“We were totally satisfied with the professional service with received every thing was explained to us clearly and was easy to understand. We would not hesitate to recommend the company to others.”

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(Paul Johnston) -

Invest Southwest is rated 4.9 based on 458 reviews