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

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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“Clear practical advice given.”

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(Paul Booker) -

“David our adviser is a good ambasador for your company. He is prompt for appointments, explains proceedures and paperwork in a very good manner, and keeps us regulary imformed on progress.”

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(David Donohoe) -

“Friendly, fantastic services provided, to top it off I saved money with these guys too... So highly recommended”

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(Matthew Duncan) -

“I closed one account and opened another. It was all done very promptly and just as I wanted. Throughout Mr. Johnston was always available and very efficient. I certainly could not have done the business on my own.”

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(Paul Johnston) -

“Expert advice delivered in a very comprehensive manner. I have every confidence in my advisor, Dave Penny. Highly recommended.”

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(David Penny) -

“Good services and clear details of investment.”

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(Matthew Duncan) -

“Paul Booker is a great adviser. He always listens to what I want, and then does his very best to help me achieve my financial objectives. He's also knowledgeable, friendly and professional.”

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(Paul Booker) -

“I have found Invest Southwest to be an excellent company. Richard, their representative, is a wonderful man. He explains everything to me and my wife with an abundance of patience and advises us whether or not certain options would work for us. We are very pleased to have, the safe hands of Invest Southwest look after our pensions..”

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(Richard Clarke) -

“Chris always provides a realistic view of the current/future state of the economy which allows me to make informed decisions on my investments, which are doing quite well given what's going on at present!”

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(Chris Watson) -

“Invest Southwest provided with with excellent, on-going advise, to provide the best financial solution for a major building development. After their support, I now have an excellent mortgage and greater disposable income than I could have achieved elsewhere. Thank you!”

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(Matthew Duncan) -

“Very efficient and friendly personal service thank you Karen”

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(Karen Gregory) -

“Thanks Paul for your advice on the available mortgages for me. The prompt support and arrangement of the mortgage was brilliant and hassle free. I would recommend Paul and Invest Southwest.”

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(Paul Gold) -

“Matt helped us with a mortgage as first time buyers and he was nothing short of amazing. We found a mortgage we could afford (in our mid-50's) and we have now purchased a house. Matt gave us great advice,guidance, and support throughout the process. We had several set backs with actual purchasing of a property, but Matt was on hand at all times to give us reassurance and guidance. He is highly recommended.”

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“A very professional service, Paul spends a lot of time making sure you are happy with arrangements made, not at all pushy. I am very happy with the advice given and the service provided.”

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(Paul Gold) -

“Always found your company excellent as is Richard Clark.”

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(Richard Clarke) -

“The advice, guidance and support given to us by Matt Duncan has been exceptional. Throughout the process of finding the right mortgage, our numerous queries, several changes in the actual purchase of our house, and delays beyond our control, Matt gave us great advice and remained patient, supportive and reassuring. As first time buyers we were very nervous, but with Matt's guidance we were able to go through the process without any major concerns. Matt is always happy to give explanations, guidance and reassurance. We feel that Matt has our best interests at heart and we highly recommend Invest Southwest. We will be using Invest Southwest for future financial support, e.g. Life Insurance, knowing that Matt will give us the best possible advice.”

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(Matthew Duncan) -

“Helpful, knowledgable and non-condesending approach.”

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(Nick Bashford) -

“I have always had excellent service from my Financial Adviser at Invest Southwest and feel I am in good hands. At my Annual Reviews, he always takes great care to ensure I understand my position and answer any questions I might have. Thank you.”

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(David Donohoe) -

“I find my adviser really top grade and armed with your info and findings an excellent service..”

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(Karen Gregory) -

“Excellent service from my financial advisor who Is friendly, approachable and easily contactable.. Smooth process when moving investments to Invest Southwest. Am always reassured by the advice given and feel confident that my investments are being managed in a way that will ensure that my income needs following retirement will be best met.”

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(Adrian Rooney) -

Invest Southwest is rated 4.9 based on 454 reviews