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

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

“Since Day 1 David Penny has provided the best advice treating us with respect and our investment with care. The correspondence regarding our funds has been thorough and illuminating. If we've had any concerns then David has been more than happy to address them. His offices are modern but welcoming as have been his colleagues. Nothing has been too much trouble and we feel safe our money is with InvestSouthWest, with appropriate industry insurance. Additional services in the way of Trusts, Wills and Attorney Powers are expertly handled by Associates.”

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(David Penny) -

“I’ve been a client of invest south west over a number of years and have had excellent advice and support in all the financial matters on which I’ve asked them to act on my behalf.”

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(Paul Gold) -

“Very well done”

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(David Milne) -

“I have nothing but praise for my financial advisor Paul Booker. He is on the ball with advice about all aspects of finance & associated products and is a most congenial character”

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“Annual invitation to check investment progress welcomed.”

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(Paul Booker) -

“I have received first class service from Invest Southwest. I find my Financial Adviser, Chris Watson, has excellent knowledge, is easy to talk to and I have complete trust that he always tries to find the best solution for me. I have spoken to various financial advisers in the past but Invest Southwest is the first company I have felt so confident in to give a 5 star review and recommend them to others.”

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(Chris Watson) -

“Really good, efficient, friendly, patient & helpful. Would definitely recommend.”

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(Matthew Tilley) -

“Very Efficient”

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(Matthew Duncan) -

“Competent, friendly and thorough.”

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(Paul Booker) -

“Very Happy so far. I can highly recommend.”

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(Richard Clarke) -

“I have been a customer of Seb's for some years now and throughout this time I have received advice that has been knowledge based, reliable and, most importantly, profitable! I have not hesitated to recommend Seb's expertise and, by association, Invest Southwest.”

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(Seb Powles) -

“We really appreciate the great advice, support and professionalism of our financial advisor Paul Johnston. We have Recommended Paul to other people who also require financial advice.”

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(Paul Johnston) -

“Service has always been excellent.”

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(Martin Lane) -

“Richard was very professional & explained clearly all the advice given. Would have no hesitation in recommending Richard & Invest Southwest to friends & family, as we already have!”

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(Richard Clarke) -

“Thank you so much for what you have done for me.”

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(Martin Shea) -

“Chris Watson has handled our financial affairs in a very professional way. We are more than happy with the service provided.”

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(Chris Watson) -

“Delighted to get all my pension pots into one great place where my funds will now be properly monitored and adjusted by someone who knows my goals and attitudes. I have every confidence in Invest Southwest!”

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(Adrian Rooney) -

“Chris advises my parents as well as myself. He gives very good advice and tailor sit to our different circumstances.”

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(Chris Watson) -

“Good concise information both in the will preparation and execution plus of course the solid advice from Nick in financial matters”

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(Nick Bashford) -

“Martin is very friendly and easy going (sense of humour appreciated!) while at the same time providing good advice and management entirely suited to my needs. He always seems to have plenty of time to make sure I am happy with what we discuss.”

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(Martin Lane) -

Invest Southwest is rated 4.9 based on 451 reviews