Login

Start Free Trial Are you a business?? Click Here

Are you a business?

Terms & Conditions

User Privacy Policy

Business User Privacy Policy

Data Protection

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

“Always excellent service, with advice, reviews and whatever concerns you have are always dealt with efficiently and promptly. Thank you for the many years of service.”

(Seb Powles) -

“I have no hesitation in recommending Chris (and have done so on a number of occasions). He has always provided me with excellent service, has explained various options and allowed me plenty of time to decide what path to follow. He has been meticulous in ensuring he has understood my wishes and that i have the best advice and all my queries have been answered. I feel he is extremely professional but also approachable and friendly and i have great confidence in the service he provides.”

(Chris Watson) -

“Comprehensive and detailed advice given in a relatable and understandable way.”

(Paul Booker) -

“We are very happy with the service we have received from Invest Southwest. David our advisor helped with the move of our pensions and was very clear on what happens at each stage. I would highly recommend using invest Southwest for financial advice.”

(David Milne) -

“Our financial advisor, Mark Tarbard, has been invaluable in helping us with our finances over the years, to plan for a secure and worry - free future. He is always there to help when we need him.”

(Mark Tarbard) -

“Great advice, prompt feedback and altogether smooth process from the team at Invest Southwest would definitely recommend.”

(Matthew Duncan) -

“Always enjoyed Chris’s talk to me and have pleased with his advice. Many thanks, Ray Elwin”

(Chris Watson) -

“Extremely efficient and helpful”

(Karen Gregory) -

“Sob was helpful very efficient and responded to all correspondence immediately”

(Seb Powles) -

“Hi Paul my advisor has always been highly professional polite curtious and genuinely engaged with me as a person not just a customer this has fostered a long term relationship of trust and Paul has helped both my self and my family achieve many goals I am very grateful for his sound and unhurried advice Invest south west are a pleasure to deal with and I feel that Paul and the team always go the extra mile and I sincerely thank you for your on going advice Many thanks Yours sincerely Stephen Clegg”

(Paul Gold) -

“A service that cannot be faulted, suburb, just amazing, well done to all of you 🙂🙂🙂🙂🙂”

(Paul Booker) -

“The team at Invest South West have been very helpful in trying to sort out ongoing problems with online access to documents from Elevate. Many thanks to Paul, Fiona and Harry”

(Paul Gold) -

“I am very pleased with invest southwest and Seb Powles.”

(Seb Powles) -

“Very impressed with the advice and service from Seb so far.”

(Seb Powles) -

“Chris was a very knowledgeable, friendly and helpful advisor. The advise and support he have made our decisions very easy. We also appreciated that he listened to our concerns and needs and adapted the advice to suit - ethical choices for example. Overall we are very happy with the advice given.”

(Chris Watson) -

“service is very good”

(Chris Watson) -

“Paul has explained our options clearly and in our language and has taken a massive weight off our shoulders. This has enable us to retire sooner than we thought”

(Paul Gold) -

“Easy to communicate with. Great bloke.”

(Amie Johnston-Ward) -

“As first time buyers we were keen to go with someone who could explain everything along the way. Ryan was professional, approachable and easy to talk to during the whole process. Ryan made the process straightforward to and stress free. Would Highly Recommend.”

(Amie Johnston-Ward) -

“a very calm and reassuring service under the unusual circumstance that we find ourselves in”

(Nick Bashford) -

«
1
2
...
6
7
8
9
10
»

Invest Southwest is rated 4.9 based on 443 reviews