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

“David has provided an excellent service. The charges are fair and transparent and I feel that I have received superb advice.”

(David Milne) -

“We've been very happy with the service we've received from Invest Southwest since becoming dissatisfied with our previous advisors, thus prompting the change. We're particularly satisfied with the clear and comprehensive study of our changing financial situation and the actions recommended by Paul Gold. We look forward to a continuing relationship with the Company in the management of our financial affairs.”

(Paul Gold) -

“I have always found Martin Shea to be of the highest calibre. He is very good as assessing my needs as a potential investor and as a person. I trust his judgement and integrity. Oh yes, and he looks after my investment with great care.”

(Martin Shea) -

“Very pleased with the service of Richard Clark, who guided me through moving my static investment into something a little more profitable, hopefully! Always pleased to hear from Richard.”

(Richard Clarke) -

“Always very helpful”

(Adrian Rooney) -

“I received an excellent service from Invest Southwest. I was continually updated and when we had to go in a different direction this was met very positively. I would highly recommend using this company.”

(Paul Gold) -

“Adrian at Invest Southwest is my financial advisor. His advice and guidance over the years has been invaluable in ensuring a diverse portfolio and steady financial growth. I recently made the decision to take early retirement and drawing on my investments. Adrian guided me through the process always providing support and reassurance. He is helpful in responding to my queries no matter how small. I am grateful for the professional and friendly ervice that Adrian and Invest Southwest provide.”

(Adrian Rooney) -

“David Milne was very helpful and informative and I am very happy with the advice that he gave me. I am already recommending him to my friends.”

(David Milne) -

“I have received excellent advice from Invest Southwest who have reinvested my pension fund. I have access to see how my fund is performing and it is already doing much better since I moved it, I am really pleased. Paul Booker is professional and approachable, I asked a lot of questions and Paul was patient and answered everyting clearly. It was a big deal for me to move my pension but now I feel that I am much more in touch with it and have a good relationship with the people who are looking after it.”

(Paul Booker) -

“Excellent as always .”

(Matthew Duncan) -

“Throughout buying a new home and our mortgage application, Karen was brilliant and always had our best interest at heart. She helped us and secured out mortgage offer twice (due to one expiry) and made the process a lot smoother in such uncertain times. We would always highly recommend her.”

(Karen Gregory) -

“Very helpful, very competent in the minefield of pensions, professional and trustworthy.”

(David Milne) -

“This was the first time I had used a Financial Advisor and Invest SouthWest, and specifically Karen, was recommend to me. I found Karen and the company very efficient, understanding my needs and planning my future investments. They have met everything I have asked of them so far and I am positive my spread of investments will suit my needs.”

(Karen Gregory) -

“Really pleased with the advice and service provided. Have used the advisor for a number of years and his advice has always been sound and reliable.”

“When my late husband became incapable of handling our finances my elder son sought a financial advisor to assist me in managing our affairs; family are not close geographically so some one in the town was required. Paul Booker came and sent time with me and gave me excellent advice regarding investments etc. My husband died 6 months ago and Paul immediately contacted me with condolences and advice on the change in circumstances - I know I am able to depend upon him at any time which is extremely reassuring. Sarah Corps handled my Power of Attorney situation and again was charming and helpful. An excellent and very professional company.”

(Paul Booker) -

“Chris, from invest Southwest has been totally professional throughout our dealings with him. He is courteous knowledgeable and explains everything thoroughly. I can highly recommend Chris and it has been a pleasure dealing with him”

(Chris Watson) -

“Chris is comprehensive and thorough very pleased to have him as my financial advisor.please note after delivering the above eulogy I would like to state we are not related best regards Roger 😊”

(Chris Watson) -

“Excellent service so far with initial investment guidance, I trust their professionalism and expertise . Thank you”

(Paul Booker) -

“Paul and his team are very knowledgeable and always happy to help with our requests. As a service provider ourselves, it's good to know that we can confidently refer business and know that our clients will receive a good level of service.”

(Paul Gold) -

“Always happy with the service I recieve from Paul Johnson. Hes happy to explain everything in lay mans terms for me. Never in a rush and nothing is to much trouble. Would happliy reccomend to a freind for investment advise.”

(Paul Johnston) -

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Invest Southwest is rated 4.9 based on 443 reviews