Invest Southwest Reviews

4.93 Rating 297 Reviews
100 %
of reviewers recommend Invest Southwest
Merchant Metrics
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
4.95 out of 5
Read Invest Southwest Reviews

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, ,

Anonymous
Anonymous  // 01/01/2019
Chris was very pleasant, polite and professional, I would definitely contact him again if I need any professional advice .😊
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(Chris Watson) -
I have used Invest Southwest to advise me on my pension options and future planning. So far, I have experienced professional, friendly advice without feeling at all pressured into making any decisions. I feel entirely in controll with Invest Southwest and have no worries I have made the correct choice of company to help me achieve my goals.
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(Paul Booker) -
very good personal service + financial advice from Mr Paul Gold; would highly recommend. helped to facilitate pension transfer through protracted process.
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(Paul Gold) -
Professional, friendly advice given. Good initial discussion to establish personal circumstances and priorities. Some delays in responding to messages and little proactive contact.
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(David Milne) -
Very good..just need an answer from an investment stuck in Gibralter which needs closure.
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(Nick Bashford) -
Matthews knowledge of many difficult queries was dealt with quickly, efficiently and we would highly recommend using him!
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(Matthew Duncan) -
Very professional & easy to access
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(Paul Gold) -
xxxxxxxxxxxxxxxxxxxxxxxxx
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(Matthew Duncan) -
Annual invitation to check investment progress welcomed.
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(Paul Booker) -
I have no other adviser to compare against so can only base a response on this one experience. The adviser was quick to understand my requirements and discussed options so that I could choose an opportunity which suited my circumstances. I was pleased with the way that he dealt with all of the arrangements in consolidating my funds and setting up my new investment. The ongoing reviews allow me to feel confident that I will continue to receive clear information and advice.
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(Matthew Tilley) -
Good services and clear details of investment.
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(Matthew Duncan) -
Matt helped us with a mortgage as first time buyers and he was nothing short of amazing. We found a mortgage we could afford (in our mid-50's) and we have now purchased a house. Matt gave us great advice,guidance, and support throughout the process. We had several set backs with actual purchasing of a property, but Matt was on hand at all times to give us reassurance and guidance. He is highly recommended.
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Helpful, knowledgable and non-condesending approach.
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(Nick Bashford) -
I highly regard them them to advise me on my investments.
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(Adrian Rooney) -
I have always found Matthew very helpful and informative to my needs.
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(Matthew Duncan) -
Very pleased with service provided
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(Seb Powles) -
Great service. I would recommend anyone to see David Milne for pension advice.
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(David Milne) -
Ideal advice
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(Chris Watson) -
Invest Southwest is rated 4.93 based on 297 reviews