Invest Southwest Reviews

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

4.9 Rating 447 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 447 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.

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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

“Chris is comprehensive and thorough very pleased to have him as my financial advisor.please note after delivering the above eulogy I would like to state we are not related best regards Roger 😊”

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(Chris Watson) -

“Excellent service so far with initial investment guidance, I trust their professionalism and expertise . Thank you”

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(Paul Booker) -

“Paul and his team are very knowledgeable and always happy to help with our requests. As a service provider ourselves, it's good to know that we can confidently refer business and know that our clients will receive a good level of service.”

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(Paul Gold) -

“Always happy with the service I recieve from Paul Johnson. Hes happy to explain everything in lay mans terms for me. Never in a rush and nothing is to much trouble. Would happliy reccomend to a freind for investment advise.”

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(Paul Johnston) -

“Always easy to contact and very approachable for whatever the problem may be”

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(Richard Clarke) -

“Karen Gregory was a superstar. We could have not asked for better help support and guidance. We are extremely grateful to her for the help she has provided.”

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(Karen Gregory) -

“My FA is Martin Lane. I cannot fault him. He is kind, polite, friendly, efficient, knowledgeable (about loads of stuff not just money) reliable, approachable and responds quickly to questions. He has a good sense of humour which I find essential where talking about filthy lucre is concerned. He has made me lots of money, and doesn't mind when I spend it. I really look forward to our little chats. This could be a sign I should get out more but even so - I still look forward to them. Last year I suggested you give him a pay rise. I hope you did, and if so it's about time he had another one. Thank you Martin. You're a star”

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(Martin Lane) -

“Throughout our time working with Martin he has been patient, informative and always careful to fully advise us of all the potential benefits and risks involved in any transactions. financial decisions or investments we are making. He is prompt in replying to any questions, and always helpful. His knowledge of pensions in particular has been invaluable. Highly recommended!”

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(Martin Lane) -

“good service with a professional touch ! would highly reccommend”

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(Matthew Duncan) -

“Richard has always responded quickly to any questions we have had. He helped us enormously with my recent retirement and took the time to explain our options. He is an asset to your company and we look forward to working with him going forward.”

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(Richard Clarke) -

“Invest Southwest are efficient, friendly and always at hand if I ever require any financial advice.”

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(David Donohoe) -

“Martin has always given us excellent advice tailored to our specific circumstances. We are pleased with how our money has been made to work for us using the advice he has given.”

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(Martin Lane) -

“As a first time buyer, the help and advice of Matt Duncan - who really went above and beyond - was invaluable and I'll always be thankful for it. Would highly recommend, and already have to a few friends.”

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(Matthew Duncan) -

“Karen went out of her way to provide all the help & advice required. Prompt response to all communication & very professional. Will definitely be using Karen again.”

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(Karen Gregory) -

“Matt has always been clear and straightforward in his advice and very prompt in his actions. I've been very happy with my dealings with invest southwest as a result.”

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(Matthew Tilley) -

“As a first time investor, Matt from Invest Southwest made this process relatively painless. He took time to go through everything with me, find out about my plans for the future, my risk appetite and then waited patiently whilst I mulled it over, answering all my questions as I worried or re-thought my plans or just came up with yet more questions. I appreciated his straight talking, honest approach and realism. I'm in a position where I have to get to know people enough to be able to trust them and Matt has taken the time to do that. I'm looking forward to seeing what these recommendations do for my investment.”

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(Matthew Tilley) -

“Invest Southwest have been very helpful and patiently explained the ins and outs of investment”

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(Paul Booker) -

“Paul Gold has listened very carefully and attentively to our wishes and responded with clear advice. I am more than happy with the support we have had and it has enabled us to plan our future with hope.”

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(Paul Gold) -

“Extremely pleased with shares performance and Richards advice and help whenever needed if there were 10 stars Richard would get them”

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(Richard Clarke) -

“Haven't got time.”

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(Matthew Duncan) -

Invest Southwest is rated 4.9 based on 447 reviews