Invest Southwest Reviews

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

4.9 Rating 445 Reviews

100 %

of reviewers recommend Invest Southwest

Company Reviews

Metrics

Info

4.9

Based on 445 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.

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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

“This is a very capable, friendly company who have provided an excellent service to us over the last three years. Open and honest, they have provided regular information and oversight of our investments, explained and (where necessary) chased down, answers to our questions, and made recommendations on how to lower our risk in unusual and uncertain market conditions. Always friendly and available, we cannot recommend them highly enough.”

Helpful Report

(Nick Bashford) -

“We have been dealing with Nick Bashford for ten years at least, first when he was with HSBC and then with Invest Southwest. He has always been straightforward and helpful and it was an easy decision for us to move an important part of our investment portfolio into funds that he recommended”

Helpful Report

(Nick Bashford) -

“Good advice and Chris is always swift to respond to enquiries.”

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(Chris Watson) -

“We have been very pleased with the service provided by Richard Clarke for Invest Southwest. The information we have been given has been clear and well explained . It was just what we were looking for.”

Helpful Report

(Richard Clarke) -

“Ideal advice”

Helpful Report

(Chris Watson) -

Invest Southwest is rated 4.9 based on 445 reviews