Invest Southwest Reviews

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

4.9 Rating 451 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 451 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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“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) -

“Matthew explained everything regarding Equity Release in a clear and easy to understand way. Very impressed with both him and Invest Southwest.”

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(Matthew Duncan) -

“prompt service and helpful advice”

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(David Donohoe) -

“Really good honest advice. I was advised to change my pensions into one, and they are performing better”

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(David Milne) -

“Our advisor, Chris, was highly recommended and we were not disappointed with the level of service we received.”

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(Chris Watson) -

“Kind, supportive advice.”

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(David Penny) -

“Paul and his team were superb. I felt very confident that I got the right mortgage knowing I can trust Paul’s advice, also very helpful and answered any questions I had very clearly with great detail.”

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(Paul Gold) -

“Dave took the time to get to know me and thoroughly understand my financial objectives. He is backed up by a terrific team who are always very helpful and responsive. A big thumbs up from me!”

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(David Penny) -

Invest Southwest is rated 4.9 based on 451 reviews