Invest Southwest Reviews

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

4.9 Rating 455 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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“Excellent service”

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(Seb Powles) -

“Karen was able to secure me a mortgage offer very quickly and advised me before the rates were due to increase again. She helped with all my queries and gave very good advice”

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(Karen Gregory) -

“Paul Johnson was very efficient & friendly. I also found him very knowledgeable & he kept me informed throughout the process.”

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(Paul Johnston) -

“I have dealt with Matt for many years now and his service has always been first class”

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(Matthew Duncan) -

“Great service and very professional. Excellent delivery ethos.”

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(Matthew Duncan) -

“Paul was excellent. He took the time to understand my situation and to work out the investment plan required. The whole service was very efficient.”

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(Paul Gold) -

“Paul was very knowledgeable, helpful and provided us with all the information we needed for us to make our decision.”

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(Paul Johnston) -

“Delighted with the help we have had. Pleasant , polite personnel”

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(Mark Tarbard) -

“Couldn’t do enough to help and ensure I got the best investments for me. Thank you!”

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(Paul Booker) -

“Invest Southwest and everyone that dealt with our request for help were fantastic. They were very thorough and unbelievably fast at sorting it all out.”

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(Matthew Duncan) -

“I am very happy with the financial advice received from David Milne (Invest Southwest). I think he has taken great care both to understand my situation/outlook & to explain his decision making process at every stage. He has never been pushy, allowing things to proceed at my own pace. Additionally, he has been easy to contact, always responding promptly. I would have no hesitation in recommending him to others.”

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(David Milne) -

“All aspects of my new investment with invest southwest were explained to me in a manner that I understood.. Mr tilly was knowledge able Presented in a well respected manner to my home .”

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(Matthew Tilley) -

“Paul has been incredibly patient - explaining everything in a way I can understand, not an easy feat! He answers emails promptly and has taken every care to make sure I am happy with what we are doing with my money. I would not hesitate to recommend him and Invest Southwest.”

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(Paul Gold) -

“Excellent service and advice from Paul with very clear, friendly and prompt communication.”

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(Paul Johnston) -

“The advice, expertise, communication and support that I received from Invest Southwest, for my mortgage, was excellent, throughout.”

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(Paul Booker) -

“Couldn’t be a more satisfied customer; attentive, diligent, thorough.”

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(David Milne) -

“We have been very,very happy with the advice and service received from Seb Powles on behalf of Invest SouthWest.”

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(Seb Powles) -

“Clear concise advice.”

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(David Donohoe) -

“I found Paul to be very helpful and he explained in detail his advice and proposals for both my pension and Isa review . The subsequent execution of which was flawless and efficient.”

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(Paul Gold) -

“Paul explains things to us in a way in which we understand. And I would recommend them to anybody.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 455 reviews