Invest Southwest Reviews

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

4.9 Rating 451 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 451 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

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“Karen has been very good, keeping us informed , and explaining what we needed to know”

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(Karen Gregory) -

“I have been dealing with Mr Paul Johnston for several years now and value his opinion. All transactions made have been efficiently carried out and I have always been pleased with my investments through Invest South West.”

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(Paul Johnston) -

“Our experience has been very favourable. Paul Gold listened to what we wanted and delivered without trying to ”sell” us anything else. He explanations were clear and simple without being patronising.”

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(Paul Gold) -

“My wife has been using the professional advice and services of Invest Southwest for many years and always found their experience and expertise to be outstanding. Last year I approached them to see if they could find me a suitable life insurance cover with critical illnesses. We agreed a monthly budget and an ideal capital. I was appointed a case manager who worked with me through the application and made the whole process very easy indeed. They were able to find me exactly what I needed and slightly cheaper than I expected. I would highly recommend their financial services. 10/10”

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(Amie Johnston-Ward) -

“Ryan helped me find an excellent deal as a first time buyer and made the process stress free and simple. Ryan is also very approachable, understanding and quick at replying. Would 100% recommend Ryan from Invest Southwest and would use his services again. Thank you!”

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(Amie Johnston-Ward) -

“Our adviser (Paul Johnson) was as always very helpful with our latest investments and keeps us updated with any changes applying to the investments throughout the year cannot be faulted.”

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(Paul Johnston) -

“Matt made everything very easy to maximise my pension savings and I look forward to retiring soon!!”

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(Matthew Duncan) -

“We had Ryan Cleverly as our mortgage advisor, he was always quick to reply and incredibly helpful in guiding us through our first house purchase. I can highly recommend him and Invest southwest.”

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(Amie Johnston-Ward) -

“Very friendly professional company”

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(Paul Johnston) -

“The financial advice I have received is tailored to my personal situation and annual reviews remind me of the need to manage my finances in an ongoing way. Invest Southwest have managed the covid situation well. My adviser is friendly and professional at all times.”

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(Matthew Tilley) -

“Nick is fantastic, excellent adapted skills & knowledge. Very helpful & easy to deal with”

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(Nick Bashford) -

“David is excellent We know we are in safe hands leaving our investments with him. He replies very quickly if I leave a message on his answer phone.”

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(David Donohoe) -

“Kind, understanding and patient advice. Superb help!”

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(Matthew Duncan) -

“We have found that Invest Southwest provides an excellent overall service to ensure that our funds are safe but keep up with the markets as effectively as possible. Highly recommended.”

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(Seb Powles) -

“Paul explains all of our investments clearly, he is always approachable and responds promptly should we have any questions”

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(Paul Johnston) -

“The team did not meet their own deadlines and communication on progress could have been better”

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(Paul Gold) -

“I was absolutely so thrilled with Paul Johnston he explained things clearly and so helpful. A great guy you have working for you would throughly recommend him to anyone I know.”

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(Paul Johnston) -

“I cannot overstate how helpful David Milne has been in assisting me with advice for my pensions. He has handled all of the organisation of my new schemes and investments, and I am delighted with how they are progressing.”

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(David Milne) -

“First rate service from beginning to end. Informative, supportive, professional, polite, efficient from beginning to end and with a sense of humour.”

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(Paul Johnston) -

“Paul and the Invest Southwest team we’re very helpful throughout the whole purchase process. They did a great job explaining the different mortgage products on the market and finding is a great deal in a complex market. Thanks for the great service!”

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(Paul Johnston) -

Invest Southwest is rated 4.9 based on 451 reviews