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.

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

“I saw Paul regarding pension advice. I found him very helpful. He took time to explain everything to me in great depth and gave me advice on all my pensions.”

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“Personal contact with Invest Southwest has been perfect. I have not had any online contact until this request”

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“We have received excellent service from Chris Weston at Invest Southwest over the past two years. He has listened and understood our financial situation and been very clear and professional in his approach and the investment advice he has provided.”

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(Chris Watson) -

“I thoroughly recommend Invest Southwest. A number of my family and friends have been using Matthew and his team at Invest Southwest for a number of years. The service offered is honest, professional, and friendly.”

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“Very happy with Invest Southwest. A professional company who I would recommend 100% to anyone. I have been with my financial adviser Adrian for over 6 years now and he gives an excellent service. You know that your best interests are being looked out for on a regular basis.”

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(Adrian Rooney) -

“Excellent friendly, trustworthy and unbiased advice and subsequent help sorting out pensions along with advice about possible future investments and savings. I wouldn’t hesitate to highly recommend invest south west to anyone.”

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(Karen Gregory) -

“We were totally satisfied with the professional service with received every thing was explained to us clearly and was easy to understand. We would not hesitate to recommend the company to others.”

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(Paul Johnston) -

“Matthew explained everything regarding Equity Release in a clear and easy to understand way. Very impressed with both him and Invest Southwest.”

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(Matthew Duncan) -

“prompt service and helpful advice”

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(David Donohoe) -

“Really good honest advice. I was advised to change my pensions into one, and they are performing better”

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(David Milne) -

“Our advisor, Chris, was highly recommended and we were not disappointed with the level of service we received.”

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(Chris Watson) -

“Kind, supportive advice.”

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(David Penny) -

“Paul and his team were superb. I felt very confident that I got the right mortgage knowing I can trust Paul’s advice, also very helpful and answered any questions I had very clearly with great detail.”

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(Paul Gold) -

“Dave took the time to get to know me and thoroughly understand my financial objectives. He is backed up by a terrific team who are always very helpful and responsive. A big thumbs up from me!”

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(David Penny) -

“Great advice. Invest southwest went the extra mile for us with our mortgage application. They could not have done more to get us an excellent deal.”

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(Karen Gregory) -

“Excellent professional service from a team that goes above and beyond.”

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(David Penny) -

“Seeking pension advice from my financial advisor at Invest Southwest has been invaluable. He guided me through a process that I would not have otherwise understood, patiently and diligently answering all of my questions to arrive at the best solution for me. Even if you're not sure, I would highly recommend approaching them... you have everything to gain!”

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(Paul Gold) -

“Karen was very good at explaining everything to me, polite and friendly. I would highly recommend her”

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(Karen Gregory) -

“Really helpful, and Paul made it very easy for me to understand! Very efficient, and would definitely recommend to others.”

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(Paul Gold) -

“I was very happy with the very thorough advice I was given I would happily recommend Invest Southwest.”

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(Paul Gold) -

Invest Southwest is rated 4.9 based on 445 reviews