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

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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

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“We are really impressed. Chris is personable, punctual, knowledgeable and patient when explaining things. He responds quickly to enquiries and obviously does his homework!”

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(Chris Watson) -

“Fantastic advise”

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(Paul Johnston) -

“I had, major difficult decisions to be made. To me an unsolvable mess! Paul worked through the details under no obligation and provided clear, concise and the best way forward, with knowledge and skill. To me, this has been the extremely helpful and I will continue to work with Paul and could not recommended him and the company, highly enough. Kind regards. Paul”

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(Paul Booker) -

“Professional and expert service”

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(Matthew Tilley) -

“seb very easy to get on with”

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(Seb Powles) -

“Very professional and informative.”

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(Seb Powles) -

“Always excellent confidential top flight advice tailored to individual needs. In depth analysis of personal investment and financial profile. Inspires confidence and trust and results in achieving those goals. Cannot recommend highly enough.”

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(Adrian Rooney) -

“Richard is a pleasure to deal with, he is pro active to try and achieve the best results but does not force any decisions. Over the years we have built a good relationship based on trust and knowledge and I have every confidence in his abilities.”

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(Richard Clarke) -

“Always clear, helpful, and reliable. An excellent service.”

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(Seb Powles) -

“I have known David since 1971 and has been a good friend of mine ever since. He is a true professional and an asset to Invest Southwest. I trust him and his advise without reservation.”

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(David Donohoe) -

“I received professional, friendly advice and recommendations from David Donohoe. He explained everything fully and spent time putting my pension in place. I would recommend his service and the services of Invest Southwest.”

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(David Donohoe) -

“Paul is always very professional and talks plain English, and gives good advice according to the situation”

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(Paul Gold) -

“Excellent, secure financial and investment advice, Friendly and helpful staff Very happy to recommend”

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(David Penny) -

“Love the personal service, explaining all options in a easy to understand lay man's term.”

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(Karen Gregory) -

“Absolutely brilliant service and I have definitely recommended to people I know”

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(Matthew Duncan) -

“We had help with our first mortgage through Matthew Duncan. He was very professional and efficient throughout the process and talked us through the various stages of being a first time buyer in a clear and methodical way. We would happily recommend Matt to anybody. Many thanks”

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(Matthew Duncan) -

“Buying my first brand new home I was warned how stressful it could be. However, sorting the mortgage out with Matt was a breeze. He was patient, efficient and stress free. He spoke to me like a normal person instead of someone following guidelines from a computer. I highly recommend his services and will be using him again in the future.”

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(Matthew Duncan) -

“Very informative & professional service. Paul was very approachable and answered all our questions clearly.”

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(Paul Gold) -

“Very helpful and spent time explaining the different options I needed to consider when looking at mortgages and life insurance. No pressure and worked at my pace.”

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(Karen Gregory) -

“Richard Clarke is an incredibly professional man - you could not have anyone better representing ISW. He is very knowledgeable & I have every faith in him & trust him completely. I Would have no hesitation in recommending him to anyone. Only wish I had met him years ago when I did other investments. Julie Rose”

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(Richard Clarke) -

Invest Southwest is rated 4.9 based on 458 reviews