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

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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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“I am very greatful for the service and help that I required!”

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(Paul Gold) -

“Very helpful”

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(Paul Gold) -

“Seb is always very informative about my investments and advice on what to do.”

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(Seb Powles) -

“Highly recommend mark from invest southwest very helpful and lots of knowledge helped us as a family with our finances.”

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(Mark Tarbard) -

“Invest south west made it very easy for me in regards to my late wife's finances and and made reinvesting as hassle free and understandable as possible. Going back to them to write a new will soon.”

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(Paul Gold) -

“Friendly, accessible advice which is clearly explained.”

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(David Milne) -

“Matt at Invest Southwest, has been incredibly helpful over the years, and offered us some very useful advice.”

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(Matthew Duncan) -

“We received excellent advice from Paul Booker with regards to a very small mortgage application. Despite persistent delays from the provider, Paul maintained the pressure to achieve a great result. Further, Paul has given first-class advice on pensions, including assisting with part drawdowns and now reviewing for best options. We would thoroughly recommend.”

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(Paul Booker) -

“I asked David to review my current pensions. He was knowledgeable and explained things clearly, and I now have changed my pension.”

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(David Milne) -

“Paul Gold understands our requirements, carries out in depth research, thorough and knowledgeable and has always offered very good investment advice.”

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(Paul Gold) -

“Paul dealt with our case with the utmost efficiency, replied extremely promptly to every single one of our emails, kept us informed throughout the whole process. We would have absolutely no hesitation, whatsoever, in recommending him to family and friends. He is worth his weight in gold!”

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(Paul Johnston) -

“Paul was very friendly & informative. No hard pressure selling. Listened to my circumstances & requirements. Came up with a suitable solution. Very happy with the service provided.”

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(Paul Booker) -

“Matt at Invest Southwest has been beyond helpful over the 5+ years he’s worked with us. From life insurance, through remortgaging, will guidance and most recently investment advice, Matt has always been clear and concise in his recommendations and extremely thorough in his research and understanding of our needs! The fact I’ve recommended him to my sister, brother-in-law and mother-in-law is a testament to the trust I have in the service he and the wider Invest Southwest team provide.”

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(Matthew Tilley) -

“Very clear on what they can offer and do. Local rep lives near to me and recommend by people on FB.”

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(Paul Gold) -

“Paul Johnson is a gentleman. He explains in simple terms so everyone understands.”

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(Paul Johnston) -

“Ryan was very helpful in getting us our first mortgage during a busy period in the housing market.”

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(Amie Johnston-Ward) -

“Paul Gold has been very helpful in sourcing a better home for one of my pensions. Would certainly recommend Invest Southwest”

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(Paul Gold) -

“Would be very good did I not have to correct inaccuracies, some of which have cost me money”

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(Richard Clarke) -

After further explanation, our client has confirmed that there were no inaccuracies and no additional costs have been incurred.

“They were very helpful and gave me good advice and guidance. May the whole process easier.”

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(Paul Gold) -

“Paul my advisor was very patient and explained things very well, to date I am very please pleased with my experience.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 454 reviews