Invest Southwest Reviews

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

4.9 Rating 444 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 444 reviews

Shipping & Delivery
Delivery Methods	Postal Service
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

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Invest Southwest agent is the best ,goes beyond his line of duty to assist us.”

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(Paul Johnston) -

“Matt provides excellent, impartial advice and we wouldn't want to go anywhere else for financial advice and services. Highly recommended.”

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(Matthew Tilley) -

“Very professional.”

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(Adrian Rooney) -

“I have always had excellent advice and help from Chris. He has been my financial adviser for many years now and I trust his recommendations.”

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(Chris Watson) -

“Chris was very professional and knowledgeable in helping us find an investment that suited our needs. He exceeded our expectations regarding sorting out an investment with an existing Will Trust. We would have no hesitation in recommending him.”

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(Chris Watson) -

“Very comprehensive service, fully informative in good time, excellent follow-up and progression of queries and actions.”

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(Martin Lane) -

“Prompt response, Paul listened to my requirements, offered solutions and explained their merits, assisted in making choices and delivered a package on a tight timetable. I always felt that my needs were important and had full confidence in the quality of Paul's proposals. A thoroughly professional performance delivered in a relaxed manner”

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(Paul Gold) -

“Very professional, high calibre service, with seamless processes and sound knowledge. Highly recommended.”

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(Matthew Duncan) -

“Matthew always provides us with a straight forward and professional service.”

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(Matthew Duncan) -

“I would recommend Invest Southwest to anyone who needed financial advice and guidance. They will give a honest and real solutions to your individual requirements.”

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(Matthew Duncan) -

“Matt always provides clear and concise advice that is easy to understand. He has helped us many times previously and this time was no different. Great service!”

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(Matthew Duncan) -

“Very pleased with the expert advise and the financial planning for my future retirement. Look forward to our next meeting. Would highly recommend booking an appointment.”

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(Matthew Duncan) -

“Martin Lane provides clear and jargon free advice in a friendly and helpful manner; it is always pleasant to work with him.”

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(Martin Lane) -

“Excellent personal service Paul has kept us updated regularly and has really gone the extra mile”

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(Paul Johnston) -

“Good personal service geared to your individual needs, always friendly and informative. I would recommend using them. Will writing service is very good as well”

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(David Penny) -

“I have found Invest Southwest to be very professional. Their representative Karen, inspires confidence and is very knowledgeable. She is very friendly, supportive in making important decisions and perspicuous.”

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(Karen Gregory) -

“A reliable company aiming to maximise investment opportunities for their clients”

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(Matthew Tilley) -

“I found Paul Johnston very easy to get on with and he explained everything very well especially where I have struggled to understand some areas of pensions before. First class service. Thank you”

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(Paul Johnston) -

“Couldn't have had a better experience, all information easily understood, no delays in responding to communications. Would recommend to anyone. Thankyou”

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(Paul Booker) -

“Patient, informative and professional service.”

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(Mark Tarbard) -

Invest Southwest is rated 4.9 based on 444 reviews