Invest Southwest Reviews

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

4.9 Rating 458 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.

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

“Paul Gold is very professional and thorough”

Helpful Report

(Paul Gold) -

“Invest southwest were/are very professional, knowledgeable and helpful. I would definitely recommend them. Paul helped me set up a personal pension and so far, I’ve been very happy.”

Helpful Report

(Paul Johnston) -

“Matthews knowledge of many difficult queries was dealt with quickly, efficiently and we would highly recommend using him!”

Helpful Report

(Matthew Duncan) -

“Very professional & easy to access”

Helpful Report

(Paul Gold) -

“Karen has been a massive help in supporting me at a very difficult time of my career, following redundancy in December. I now feel confident my pension is in safe hands, with a clear plan and Karen will continue to advise and support me with our other investments. She is not only an expert in her field but has a great style in explaining money situations and making things easier to understand. I am sure she will continue to advise me for many years.”

Helpful Report

(Karen Gregory) -

“The personal interest and advice is most highly appreciated.”

Helpful Report

(Seb Powles) -

“xxxxxxxxxxxxxxxxxxxxxxxxx”

Helpful Report

(Matthew Duncan) -

“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.”

Helpful Report

(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.”

Helpful Report

(Paul Gold) -

“Very well done”

Helpful Report

(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”

Helpful Report

“Annual invitation to check investment progress welcomed.”

Helpful Report

(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.”

Helpful Report

(Chris Watson) -

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

Helpful Report

(Matthew Tilley) -

“Very Efficient”

Helpful Report

(Matthew Duncan) -

“Competent, friendly and thorough.”

Helpful Report

(Paul Booker) -

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

Helpful Report

(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.”

Helpful Report

(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.”

Helpful Report

(Paul Johnston) -

“Service has always been excellent.”

Helpful Report

(Martin Lane) -

Invest Southwest is rated 4.9 based on 458 reviews