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

“Martin is a fantastic advisor who listens to and responds to our needs. I wouldnt choose anyone else whome i trust more to advise me with my finances. Thank you”

Helpful Report

(Martin Lane) -

“Hi, we have always been very pleased with the service that we receive from Invest Southwest,this has been carried out by Richard Clarke who could not be more helpful especially with my late mothers estate {Will and equity release}.Also dealing with some investments for me and now some investments for my wife Dawn.Many Thanks Julian James.”

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(Richard Clarke) -

“I have always found Matthew to be extremely helpful and professional; he has provided clear financial advice for both private company and private pensions, and I wouldn't hesitate to recommend his services.”

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(Matthew Duncan) -

“I could not be more delighted with the help and advice have received from Invest Southwest. I have been using the company for several years now and they have provided me with highly valued and professional services in relation to complete financial planning, investments, mortgages, wills and insurances. Invest Southwest have tailored their service according to my needs, being flexible, accommodating and always welcoming and friendly. I couldn't ask for better service, thank you.”

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(David Penny) -

“Worked to get us the best mortgage rate available. Always in communication with us throughout the process. Very happy customers.”

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(Matthew Duncan) -

“very good personal service + financial advice from Mr Paul Gold; would highly recommend. helped to facilitate pension transfer through protracted process.”

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(Paul Gold) -

“My financial advisor Mr Paul Johnston has been excellent in helping me solve my finances this year especially.”

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(Paul Johnston) -

“The team at Invest West led my Matthew Duncan are always available to speak to and give not just advice, but a variety of options. They have also dealt with complex mortgage cases for me. A financial adviser to consider for your lifetime.”

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(Matthew Duncan) -

“Richard has always been extremely helpful, approachable and hard working. His advise has always been with our best interests to mind. I have been pleased with how are investments have grown and have recommended his / invest south west to others.”

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(Richard Clarke) -

“Very supportive throughout the process , very quick to respond to any queries . Would highly recommend .”

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(Matthew Duncan) -

“Good and pleasant verbal communication , followed by clear documentation.”

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(Paul Booker) -

“Efficient and punctual in all dealings with me”

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(Martin Lane) -

“Have always been given excellent financial advice whenever it has been needed.”

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(Nick Bashford) -

“Made a daunting task of sorting out my plethora of pensions easy. All infpr,ation was easy to understand and make the correct decision.”

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(Paul Gold) -

“Always pays attention to my preferences for investment and what I consider important and very carefully and succinctly explainea to me at a level I can understand -Thankyou”

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(Seb Powles) -

“Dave Donohoe has been very professional throughout , approachable and informative. He guided us through a lot of intricate and sometimes confusing pension choices. He gave us confidence in planning how to invest for our planned retirement. The support he has continued to give us has he invaluable . Thank you Dave”

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(David Donohoe) -

“Professional, friendly advice given. Good initial discussion to establish personal circumstances and priorities. Some delays in responding to messages and little proactive contact.”

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(David Milne) -

“I have had really good chats with Paul, he has listened and given balanced thoughtful advice, and I have, therefore, gone along with it.”

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(Paul Gold) -

“Martin has looked after us very well with our investments. Yours mr and mrs c bisby.”

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(Martin Shea) -

“Cannot thank Chris enough for his help and professional advice”

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(Chris Watson) -

Invest Southwest is rated 4.9 based on 444 reviews