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

“As a first time buyer, the help and advice of Matt Duncan - who really went above and beyond - was invaluable and I'll always be thankful for it. Would highly recommend, and already have to a few friends.”

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(Matthew Duncan) -

“Karen went out of her way to provide all the help & advice required. Prompt response to all communication & very professional. Will definitely be using Karen again.”

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(Karen Gregory) -

“Matt has always been clear and straightforward in his advice and very prompt in his actions. I've been very happy with my dealings with invest southwest as a result.”

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(Matthew Tilley) -

“As a first time investor, Matt from Invest Southwest made this process relatively painless. He took time to go through everything with me, find out about my plans for the future, my risk appetite and then waited patiently whilst I mulled it over, answering all my questions as I worried or re-thought my plans or just came up with yet more questions. I appreciated his straight talking, honest approach and realism. I'm in a position where I have to get to know people enough to be able to trust them and Matt has taken the time to do that. I'm looking forward to seeing what these recommendations do for my investment.”

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(Matthew Tilley) -

“Invest Southwest have been very helpful and patiently explained the ins and outs of investment”

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(Paul Booker) -

“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) -

“Paul Gold has listened very carefully and attentively to our wishes and responded with clear advice. I am more than happy with the support we have had and it has enabled us to plan our future with hope.”

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(Paul Gold) -

“Extremely pleased with shares performance and Richards advice and help whenever needed if there were 10 stars Richard would get them”

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(Richard Clarke) -

“Haven't got time.”

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(Matthew Duncan) -

“A friend had recommended us to Invest Southwest and to Adrian Rooney in particular. In spite of Covid 19 and the many restrictions, we managed all the preliminary discussions with a very detailed coverage of how the investment system works. Adrian is very professional and gives you all the time you need to consider your options. Always available for any questions or concerns, we would highly recommend.”

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(Adrian Rooney) -

“We needed pension advice for multiple policies on what to do with them.. We agreed to move them all under one policy and this has taken place easily with no pain and quickly. I would not hesitate to recommend to anyone that Invest Southwest for financial advice give a fast, polite and personal service.”

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(Paul Gold) -

“I was very happy with the advice I was given and the time and patience shown to ensure I understood all my options.”

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(Matthew Duncan) -

“We recently used invest southwest to obtain our mortgage, Matt and Ryan were fantastic we had a difficult case but they both worked so hard to get us a mortgage and we’re always on the end of the phone to help us with any questions or problems. Would highly recommend”

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(Matthew Duncan) -

“Seb is always very helpful regarding my investments and is polite and friendly”

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(Seb Powles) -

“Matthew Duncan, of Invest Southwest, has been dealing with three pension pots that I had not touched since retiring. Matthew identified special terms relating to one of the pots that I was unaware of. After discussing our requirements and other finances, he drew up a plan to combine the pots into a drawdown pension. We took Matthew's advice, and he liaised with the pension companies to ensure that the work was completed in time. I am impressed by Matthew's knowledge and by his approach to financial advice. I would recommend Invest Southwest for pension advice.”

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(Matthew Duncan) -

“My experience with invest southwest, and Adrian Rooney was enlightening and enjoyable, the facts were presented clearly and I felt that I was in very good hands. I would most definitely recommend to friends and family. Thank you .”

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(Adrian Rooney) -

“Very diligent. All options explored and the customer listened to”

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(Richard Clarke) -

“After inheriting a modest sum from parents house sales several years ago we consulted Matthew for advice, having never previously used a financial advisor. We found him to be very pleasant, easy to chat to and very knowledgeable. We found his advice very helpful in many ways and are delighted that his suggested investments have protected our money through turbulent times. We have since moved pension investments under his management.”

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(Matthew Duncan) -

“Ryan was very easy to work with and helped an awful lot. Would recommend!”

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(Amie Johnston-Ward) -

“I have been a client of Invest Southwest for over 12 years and in the past 18 months dealt with Paul on a number of matters including pensions, life assurance and more recently mortgages. Paul always takes the time to establish my current situation and exact requirements before researching and presenting the best product or solution for me. I have no need to use any other firm and would not hesitate in recommending Invest Southwest.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 444 reviews