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

“I have always received excellent service, information and advice from my Invest South West adviser. I have complete confidence and trust in his expertise.”

Helpful Report

(David Donohoe) -

“The service we receive is second to none.The effort by Richard Clarke is very praiseworthy and he keeps his contact with us in a very friendly way,it almost feels like he is one of our family.Thank you all for providing such good service.”

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(Richard Clarke) -

“I have dealt with Mathew Duncan of INVEST SOUTHWEST for some years now. A first class professional in every way. Very friendly, engaging and listens very carefully, before presenting options. Would recommend to anyone without hesitation.”

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(Matthew Duncan) -

“Can’t fault Invest Southwest, Matt was all over everything,gave us excellent advise and set our mortgage up without a hitch. Highly recommended.”

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(Matthew Duncan) -

“Excellent service from my adviser, always keeps me informed and very prompt responses to my questions. I would highly recommend Invest Southwest for financial service and planning.”

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(Karen Gregory) -

“We had excellent service and Paul made the process a very simple one.”

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(Paul Booker) -

“We are really impressed. Chris is personable, punctual, knowledgeable and patient when explaining things. He responds quickly to enquiries and obviously does his homework!”

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(Chris Watson) -

“Fantastic advise”

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(Paul Johnston) -

“I had, major difficult decisions to be made. To me an unsolvable mess! Paul worked through the details under no obligation and provided clear, concise and the best way forward, with knowledge and skill. To me, this has been the extremely helpful and I will continue to work with Paul and could not recommended him and the company, highly enough. Kind regards. Paul”

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(Paul Booker) -

“Professional and expert service”

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(Matthew Tilley) -

“seb very easy to get on with”

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(Seb Powles) -

“Very professional and informative.”

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(Seb Powles) -

“Always excellent confidential top flight advice tailored to individual needs. In depth analysis of personal investment and financial profile. Inspires confidence and trust and results in achieving those goals. Cannot recommend highly enough.”

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(Adrian Rooney) -

“Richard is a pleasure to deal with, he is pro active to try and achieve the best results but does not force any decisions. Over the years we have built a good relationship based on trust and knowledge and I have every confidence in his abilities.”

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(Richard Clarke) -

“Always clear, helpful, and reliable. An excellent service.”

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(Seb Powles) -

“I have known David since 1971 and has been a good friend of mine ever since. He is a true professional and an asset to Invest Southwest. I trust him and his advise without reservation.”

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(David Donohoe) -

“I received professional, friendly advice and recommendations from David Donohoe. He explained everything fully and spent time putting my pension in place. I would recommend his service and the services of Invest Southwest.”

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(David Donohoe) -

“Paul is always very professional and talks plain English, and gives good advice according to the situation”

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(Paul Gold) -

“Excellent, secure financial and investment advice, Friendly and helpful staff Very happy to recommend”

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(David Penny) -

“Love the personal service, explaining all options in a easy to understand lay man's term.”

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(Karen Gregory) -

Invest Southwest is rated 4.9 based on 444 reviews