Login
Start Free Trial Are you a business?? Click Here

Invest Southwest Reviews

4.9 Rating 445 Reviews
100 %
of reviewers recommend Invest Southwest
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
Read Invest Southwest Reviews

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
I have always found Matthew very helpful and informative to my needs.
Helpful Report
(Matthew Duncan) -
Great service, would and have recommended to friends and family
Helpful Report
(Karen Gregory) -
Matt is an excellent advisor, he is patient, explaining everything clearly, he is approachable and we feel very confident in our dealings with him. As he is the face of Invest Southwest we also have confidence in them as a company.
Helpful Report
(Matthew Tilley) -
First class personal service and advice.
Helpful Report
(Paul Gold) -
I would recommend Invest Southwest to anyone for their practical knowledge, efficiency & courtesy . I feel safe with their advice.
Helpful Report
(Adrian Rooney) -
Always Fabulous & very personal Service. Would not use anyone else except Seb!
Helpful Report
(Seb Powles) -
We had a fantastic service from our Advisor Paul Johnston, simply Outstanding. Our case was slightly complex and he was able to give us very good advice and assistance to find the best mortgage deal for us whilst providing the pros and cons of our situation and options in detail and also explaining everything in clear and simple, easy to understand words. In the end thanks to Pauls hard work and research we were actually able to secure a new mortgage deal that saved us money against our previous mortgage payments even though we borrowed more money. We could not be happier with the service, efficiency and friendliness provided by Paul, thank you.
Helpful Report
(Paul Johnston) -
Karen was very pleasant and took time out to answer my questions and, very knowledgeabley alay my fears over something that was frightening important to me, (my pension- money to live on during my retirement). Thank you Karen.
Helpful Report
(Karen Gregory) -
Efficient, prompt and friendly service. Paul Johnston, our personal Financial Adviser, is excellent, keeping us informed and updated all the time.
Helpful Report
(Paul Johnston) -
Invest Southwest helped me to find the right Pension Plan for my circumstances and provided extensive details on the investments that make up the scheme. I find the annual appraisal very useful to keep on track of my finances. They also helped me switch to a new mortgage so the process was painless and relatively quick.
Helpful Report
(Matthew Duncan) -
Very pleased with service provided
Helpful Report
(Seb Powles) -
I approached Paul Gold and Invest Southwest about twelve ago as I was coming up to retirement. I met Paul Gold several times when he took my input and general feelings before he advised me by showing me the advantages for me to take the drawdown scheme. He established fairly quickly that I am 'risk averse' and I was made to feel comfortable by his easy manner. I am disabled with a speech impediment but that didn't phase him. Along side of meeting him, his team worked to so that eventually he could sum up and agree with me to invest the bulk of my pension pot while allowing me to take the tax free sum. This has proved useful and I am still extremely happy with the way that Invest Southwest - and Paul in particular - has managed my pension pot. He has answered all my questions and kept me informed throughout the process. I imagine that the company has larger customers but I always feel comfortable speaking face to face with him and/or emailing him. Invest Southwest has treated me well. Full marks from me!
Helpful Report
(Paul Gold) -
Invest Southwest always provide me with a speedy response to any request in a friendly and professional manner, whatever the topic.
Helpful Report
(David Penny) -
Great service. I would recommend anyone to see David Milne for pension advice.
Helpful Report
(David Milne) -
Personable, clear, prompt communications and readily available to discuss any matters or concerns. This is particularly important in the current uncertain climate. And Paul remembers birthdays (when reminded!).
Helpful Report
(Paul Booker) -
Matthew gave me great advice and made me feel at ease. I can’t recommend him enough
Helpful Report
(Matthew Duncan) -
I approached Invest Southwest with a confusing and unfathomable pension picture from Prudential and I received clear, plain English advice and support from Paul to make sense of the process and ultimately find me the best deal. I have been really impressed with the professionalism, expert knowledge and friendly and engaging way I was dealt with throughout and would highly recommend their services.
Helpful Report
(Paul Gold) -
Friendly, knowledgeable and contactable
Helpful Report
(Matthew Duncan) -
Chris Watson makes appointments in good time and clearly explains financial details. Repeating if necessary. He looks at my financial situation and tells me how my financial situation will be in the future as far as he can tell. He is direct and understanding.
Helpful Report
(Chris Watson) -
David was honest, informed, friendly and good value. What more could you ask for?
Helpful Report
(David Milne) -
Invest Southwest is rated 4.9 based on 445 reviews