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Invest Southwest Reviews

4.9 Rating 443 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

4.9

Based on 443 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

“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.”

(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.”

(David Milne) -

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

(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!”

(Paul Johnston) -

“Martin from Invest Southwest has been very helpful and informative in his dealings with us, I have faith in his decisions with regard to our finances. For some reason this was addressed to Mrs Lewis at Mr lewis's email however we are both happy with Martin's advice.”

(Martin Lane) -

“Really good honest service. I was trying to make my own steps in buying a buy to let. However I was encountering a few problems in obtaining a mortgage in principle without an exact property i wanted make an offer on. Without this I seemed to be having to overcome hurdles set out by estate agents thoughts of myself potentially time wasting. Matthew made the whole process very smooth for me and would look to use them again in the not too distant future. Darren Stacey”

(Matthew Duncan) -

“In my opinion Invest Southwest is an extremely professional organisation as is it’s staff particularly Mr Richard Clarke. I am very satisfied with the performance of our investments and the advice given regarding potential for improved opportunities.”

(Richard Clarke) -

“Very professional service, extremely knowledgeable with prompt replies. I would not hesitate to recommend.”

(Matthew Duncan) -

“Always excellent service have trusted Adrian for some years never lets us down.”

(Adrian Rooney) -

“Always had good communication and information from Paul gold Very happy with my investment choice”

(Paul Gold) -

“We have always found our advisor to be extremely helpful and knowledgeable and always willing to go the extra mile on our behalf. Although we are fairly new clients of Invest South West we have found your service to be first class”

(David Donohoe) -

“Great friendly staff, with made to feel at ease and felt the trust in the Service.”

(Matthew Duncan) -

“Paul gave excellent, clear advise. He listened to my circumstances and I trusted him completely to give me the best advise.”

(Paul Booker) -

“Helpful and efficient. Thank you for all your help.”

(Matthew Duncan) -

“I am very happy with the service Mark provides. He is friendly, informative and gets things done with minimum input from me. I would highly recommend him if you need help and support with investments and pensions.”

(Mark Tarbard) -

“Matthew has been helping me with my pension for quite a few years and always makes time to discuss my future financial security. Absolutely faultless!”

(Matthew Duncan) -

“Seb listened to what we wanted and came up with a plan in a timely manner.”

(Seb Powles) -

“I haven't had any problems with my investments through Invest Southwest. Adrian Rooney has always kept me up to date regarding market forces and where best to place the investments also it was good to meet him face to face recently other than emails.”

(Adrian Rooney) -

“We have used Invest Southwest for a number of years as our financial advisers to help process and maximise income from our pensions with good results to achieve our goals. Recently they advised and assisted with obtaining equity from our home which again resulted in a smooth process with excellent results.”

(Paul Johnston) -

“Martin is easy to talk to and explains everything clearly. The tools he uses to provide advice are straightforward to understand. Invest Southwest do not bombard me with unwanted paperwork or emails. Thank you.”

(Martin Shea) -

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Invest Southwest is rated 4.9 based on 443 reviews