Invest Southwest Reviews

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

4.9 Rating 454 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Info

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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“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) -

“Great advice. Invest southwest went the extra mile for us with our mortgage application. They could not have done more to get us an excellent deal.”

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(Karen Gregory) -

“Excellent professional service from a team that goes above and beyond.”

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(David Penny) -

“Seeking pension advice from my financial advisor at Invest Southwest has been invaluable. He guided me through a process that I would not have otherwise understood, patiently and diligently answering all of my questions to arrive at the best solution for me. Even if you're not sure, I would highly recommend approaching them... you have everything to gain!”

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(Paul Gold) -

“Karen was very good at explaining everything to me, polite and friendly. I would highly recommend her”

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(Karen Gregory) -

“Really helpful, and Paul made it very easy for me to understand! Very efficient, and would definitely recommend to others.”

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(Paul Gold) -

“I was very happy with the very thorough advice I was given I would happily recommend Invest Southwest.”

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(Paul Gold) -

“I have always found Matthew very helpful and informative to my needs.”

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(Matthew Duncan) -

“Great service, would and have recommended to friends and family”

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(Karen Gregory) -

“Matt is an excellent advisor, he is patient, explaining everything clearly, he is approachable and we feel very confident in our dealings with him. As he is the face of Invest Southwest we also have confidence in them as a company.”

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(Matthew Tilley) -

“First class personal service and advice.”

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(Paul Gold) -

“I would recommend Invest Southwest to anyone for their practical knowledge, efficiency & courtesy . I feel safe with their advice.”

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(Adrian Rooney) -

“Always Fabulous & very personal Service. Would not use anyone else except Seb!”

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(Seb Powles) -

“We had a fantastic service from our Advisor Paul Johnston, simply Outstanding. Our case was slightly complex and he was able to give us very good advice and assistance to find the best mortgage deal for us whilst providing the pros and cons of our situation and options in detail and also explaining everything in clear and simple, easy to understand words. In the end thanks to Pauls hard work and research we were actually able to secure a new mortgage deal that saved us money against our previous mortgage payments even though we borrowed more money. We could not be happier with the service, efficiency and friendliness provided by Paul, thank you.”

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(Paul Johnston) -

“Karen was very pleasant and took time out to answer my questions and, very knowledgeabley alay my fears over something that was frightening important to me, (my pension- money to live on during my retirement). Thank you Karen.”

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(Karen Gregory) -

“Efficient, prompt and friendly service. Paul Johnston, our personal Financial Adviser, is excellent, keeping us informed and updated all the time.”

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(Paul Johnston) -

“Invest Southwest helped me to find the right Pension Plan for my circumstances and provided extensive details on the investments that make up the scheme. I find the annual appraisal very useful to keep on track of my finances. They also helped me switch to a new mortgage so the process was painless and relatively quick.”

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(Matthew Duncan) -

“Very pleased with service provided”

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(Seb Powles) -

Invest Southwest is rated 4.9 based on 454 reviews