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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 4 None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Seb always puts himself out for the customer. He’s very knowledgable and is always able to give sound advice. He responds immediately to email enquiries. Seb is an excellent financial advisor”

(Seb Powles) -

“Great service and very professional. Excellent delivery ethos.”

(Matthew Duncan) -

“Very helpful”

(Paul Gold) -

“Paul Gold has been very helpful in sourcing a better home for one of my pensions. Would certainly recommend Invest Southwest”

(Paul Gold) -

“Would be very good did I not have to correct inaccuracies, some of which have cost me money”

(Richard Clarke) -

After further explanation, our client has confirmed that there were no inaccuracies and no additional costs have been incurred.

“Paul Johnston of Invest Southwest is always polite and helpful towards myself and my husband.”

(Paul Johnston) -

“Matt made everything very easy to maximise my pension savings and I look forward to retiring soon!!”

(Matthew Duncan) -

“The team did not meet their own deadlines and communication on progress could have been better”

(Paul Gold) -

“Knowledgeable, helpful & friendly”

(Paul Gold) -

“Paul has provided me with the ability to have all my various pension pots in one pot of various investment types. It is now much easier to see my pensions worth and the investments are hoped to grow more then if I had just left them as they where. The only reason I have not given 5 stars is due to a slight lack of initial communication in our earlier e-mails which was resolved very well after a couple of phone conversations”

(Paul Gold) -

“Chris was very pleasant, polite and professional, I would definitely contact him again if I need any professional advice .😊”

(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.”

(Paul Booker) -

“very good personal service + financial advice from Mr Paul Gold; would highly recommend. helped to facilitate pension transfer through protracted process.”

(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.”

(David Milne) -

“Very good..just need an answer from an investment stuck in Gibralter which needs closure.”

(Nick Bashford) -

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

(Matthew Duncan) -

“Very professional & easy to access”

(Paul Gold) -

“xxxxxxxxxxxxxxxxxxxxxxxxx”

(Matthew Duncan) -

“Annual invitation to check investment progress welcomed.”

(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.”

(Matthew Tilley) -

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Invest Southwest is rated 4.9 based on 443 reviews