Invest Southwest Reviews

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

4.9 Rating 447 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 447 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

Filter: Rated 5 None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Good and pleasant verbal communication , followed by clear documentation.”

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(Paul Booker) -

“Efficient and punctual in all dealings with me”

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(Martin Lane) -

“Have always been given excellent financial advice whenever it has been needed.”

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(Nick Bashford) -

“Made a daunting task of sorting out my plethora of pensions easy. All infpr,ation was easy to understand and make the correct decision.”

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(Paul Gold) -

“Always pays attention to my preferences for investment and what I consider important and very carefully and succinctly explainea to me at a level I can understand -Thankyou”

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(Seb Powles) -

“Dave Donohoe has been very professional throughout , approachable and informative. He guided us through a lot of intricate and sometimes confusing pension choices. He gave us confidence in planning how to invest for our planned retirement. The support he has continued to give us has he invaluable . Thank you Dave”

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(David Donohoe) -

“I have had really good chats with Paul, he has listened and given balanced thoughtful advice, and I have, therefore, gone along with it.”

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(Paul Gold) -

“Martin has looked after us very well with our investments. Yours mr and mrs c bisby.”

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(Martin Shea) -

“Cannot thank Chris enough for his help and professional advice”

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(Chris Watson) -

“Clear, understandable info given in a professional manner.”

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(Matthew Duncan) -

“Richard Clark is always friendly and professional, extremely helpful, informative, and trustworthy. Would have not hesitation in recommending him to others seeking financial advice”

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(Richard Clarke) -

“Paul Gold undertook a thorough and professional review of my pension requirements at the initial meeting at his office, in a friendly and relaxed manner. Then the COVID-19 lockdown intervened! However, Paul regularly updated me on progress with phone calls and emails, and was able to bring the process to a successful and timely close. I would have no hesitation in recommending Paul and Invest Southwest.”

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(Paul Gold) -

“Excellent service, quick and friendly. Could not of asked for any better.”

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(Karen Gregory) -

“Karen is extremely helpful and has always given me the best advice. She is always on hand and answers any questions I may have swiftly giving me peace of mind. I can’t thank her enough for helping with my mortgage over the years.I recommend her to anyone who may need financial advice.”

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(Karen Gregory) -

“Paul Gold is very professional and thorough”

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(Paul Gold) -

“Invest southwest were/are very professional, knowledgeable and helpful. I would definitely recommend them. Paul helped me set up a personal pension and so far, I’ve been very happy.”

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(Paul Johnston) -

“Karen has been a massive help in supporting me at a very difficult time of my career, following redundancy in December. I now feel confident my pension is in safe hands, with a clear plan and Karen will continue to advise and support me with our other investments. She is not only an expert in her field but has a great style in explaining money situations and making things easier to understand. I am sure she will continue to advise me for many years.”

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(Karen Gregory) -

“The personal interest and advice is most highly appreciated.”

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(Seb Powles) -

“Since Day 1 David Penny has provided the best advice treating us with respect and our investment with care. The correspondence regarding our funds has been thorough and illuminating. If we've had any concerns then David has been more than happy to address them. His offices are modern but welcoming as have been his colleagues. Nothing has been too much trouble and we feel safe our money is with InvestSouthWest, with appropriate industry insurance. Additional services in the way of Trusts, Wills and Attorney Powers are expertly handled by Associates.”

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(David Penny) -

“I’ve been a client of invest south west over a number of years and have had excellent advice and support in all the financial matters on which I’ve asked them to act on my behalf.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 447 reviews