Invest Southwest Reviews

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

4.9 Rating 458 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

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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

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

“We have a lot of trust in Chris He is alway helpful when ever we contact him And he will alway travel to Highworth if we need him to He has alway given great advice”

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(Chris Watson) -

“Our reviews have always been good and our requirements taking into account our ages and circumstances have been duly considered. Fully satisfied.”

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(Adrian Rooney) -

“Very professional and detailed in all aspects”

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(Paul Johnston) -

“Matt was very generous with his time and advice, and we covered a much wider range of issues than I had anticipated in our initial meeting. He gives practical advice in a way that is easy to understand and follow. I will absolutely go back to him in the future. Very highly recommended.”

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(Matthew Duncan) -

“I cannot fault Invest Southwest and Matthew Duncan in any way. Excellent service, great advice and professional friendly and reassuring manner. Every time i have dealt with them I am always immensely impressed.”

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(Matthew Duncan) -

“The service I have received from Invest Suthwest has always been excellent. David Donohoe has gone out of way to help me with investments an I would recommend Invest Southwest to anybody wanting help with their investments.”

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(David Donohoe) -

“Very friendly and knowledgeable. Good sound practical advice.”

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(Paul Booker) -

“Martin Lane is efficient, helpful and personable.”

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(Martin Lane) -

“Very easy to deal with and local. Thorough interview/investigation into our requirements and explanations of the investments and paperwork. Time will tell on how successful it will all be.”

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(Matthew Tilley) -

“Very good experience overall. Friendly and approachable financial adviser. Good service and advice.”

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(Matthew Duncan) -

“Good professional service”

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(Seb Powles) -

“I have found Chris Watson to be readily available for advise, always on time when I see him, full of sense and good manners. I delight to have him to rely on for knowledgeable judgement.”

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(Chris Watson) -

“Martin has continued to give us first rate advice and support in achieving our financial goals and making the best choices for our investments. We feel empowered to make the right choices for us by the impartial and thoroughly professional service he gives us.”

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(Martin Lane) -

“Invest Southwest always provide an excellent customer service and are prepared to go the extra mile to assist their customers.”

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(Matthew Duncan) -

“I have always received excellent service, information and advice from my Invest South West adviser. I have complete confidence and trust in his expertise.”

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(David Donohoe) -

“The service we receive is second to none.The effort by Richard Clarke is very praiseworthy and he keeps his contact with us in a very friendly way,it almost feels like he is one of our family.Thank you all for providing such good service.”

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(Richard Clarke) -

“I have dealt with Mathew Duncan of INVEST SOUTHWEST for some years now. A first class professional in every way. Very friendly, engaging and listens very carefully, before presenting options. Would recommend to anyone without hesitation.”

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(Matthew Duncan) -

“Can’t fault Invest Southwest, Matt was all over everything,gave us excellent advise and set our mortgage up without a hitch. Highly recommended.”

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(Matthew Duncan) -

“Excellent service from my adviser, always keeps me informed and very prompt responses to my questions. I would highly recommend Invest Southwest for financial service and planning.”

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(Karen Gregory) -

“We had excellent service and Paul made the process a very simple one.”

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(Paul Booker) -

Invest Southwest is rated 4.9 based on 458 reviews