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

“Sob was helpful very efficient and responded to all correspondence immediately”

Helpful Report

(Seb Powles) -

“Hi Paul my advisor has always been highly professional polite curtious and genuinely engaged with me as a person not just a customer this has fostered a long term relationship of trust and Paul has helped both my self and my family achieve many goals I am very grateful for his sound and unhurried advice Invest south west are a pleasure to deal with and I feel that Paul and the team always go the extra mile and I sincerely thank you for your on going advice Many thanks Yours sincerely Stephen Clegg”

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(Paul Gold) -

“A service that cannot be faulted, suburb, just amazing, well done to all of you 🙂🙂🙂🙂🙂”

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(Paul Booker) -

“The team at Invest South West have been very helpful in trying to sort out ongoing problems with online access to documents from Elevate. Many thanks to Paul, Fiona and Harry”

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(Paul Gold) -

“I am very pleased with invest southwest and Seb Powles.”

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(Seb Powles) -

“Very impressed with the advice and service from Seb so far.”

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(Seb Powles) -

“Chris was a very knowledgeable, friendly and helpful advisor. The advise and support he have made our decisions very easy. We also appreciated that he listened to our concerns and needs and adapted the advice to suit - ethical choices for example. Overall we are very happy with the advice given.”

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(Chris Watson) -

“service is very good”

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(Chris Watson) -

“Paul has explained our options clearly and in our language and has taken a massive weight off our shoulders. This has enable us to retire sooner than we thought”

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(Paul Gold) -

“Easy to communicate with. Great bloke.”

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(Amie Johnston-Ward) -

“As first time buyers we were keen to go with someone who could explain everything along the way. Ryan was professional, approachable and easy to talk to during the whole process. Ryan made the process straightforward to and stress free. Would Highly Recommend.”

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(Amie Johnston-Ward) -

“a very calm and reassuring service under the unusual circumstance that we find ourselves in”

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(Nick Bashford) -

“David has provided an excellent service. The charges are fair and transparent and I feel that I have received superb advice.”

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(David Milne) -

“We've been very happy with the service we've received from Invest Southwest since becoming dissatisfied with our previous advisors, thus prompting the change. We're particularly satisfied with the clear and comprehensive study of our changing financial situation and the actions recommended by Paul Gold. We look forward to a continuing relationship with the Company in the management of our financial affairs.”

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(Paul Gold) -

“I have always found Martin Shea to be of the highest calibre. He is very good as assessing my needs as a potential investor and as a person. I trust his judgement and integrity. Oh yes, and he looks after my investment with great care.”

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(Martin Shea) -

“Very pleased with the service of Richard Clark, who guided me through moving my static investment into something a little more profitable, hopefully! Always pleased to hear from Richard.”

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(Richard Clarke) -

“Always very helpful”

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(Adrian Rooney) -

“I received an excellent service from Invest Southwest. I was continually updated and when we had to go in a different direction this was met very positively. I would highly recommend using this company.”

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(Paul Gold) -

“Adrian at Invest Southwest is my financial advisor. His advice and guidance over the years has been invaluable in ensuring a diverse portfolio and steady financial growth. I recently made the decision to take early retirement and drawing on my investments. Adrian guided me through the process always providing support and reassurance. He is helpful in responding to my queries no matter how small. I am grateful for the professional and friendly ervice that Adrian and Invest Southwest provide.”

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(Adrian Rooney) -

“David Milne was very helpful and informative and I am very happy with the advice that he gave me. I am already recommending him to my friends.”

Helpful Report

(David Milne) -

Invest Southwest is rated 4.9 based on 444 reviews