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

“Invest Southwest provided with with excellent, on-going advise, to provide the best financial solution for a major building development. After their support, I now have an excellent mortgage and greater disposable income than I could have achieved elsewhere. Thank you!”

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(Matthew Duncan) -

“Very efficient and friendly personal service thank you Karen”

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(Karen Gregory) -

“Thanks Paul for your advice on the available mortgages for me. The prompt support and arrangement of the mortgage was brilliant and hassle free. I would recommend Paul and Invest Southwest.”

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(Paul Gold) -

“Matt helped us with a mortgage as first time buyers and he was nothing short of amazing. We found a mortgage we could afford (in our mid-50's) and we have now purchased a house. Matt gave us great advice,guidance, and support throughout the process. We had several set backs with actual purchasing of a property, but Matt was on hand at all times to give us reassurance and guidance. He is highly recommended.”

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“A very professional service, Paul spends a lot of time making sure you are happy with arrangements made, not at all pushy. I am very happy with the advice given and the service provided.”

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(Paul Gold) -

“Always found your company excellent as is Richard Clark.”

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(Richard Clarke) -

“The advice, guidance and support given to us by Matt Duncan has been exceptional. Throughout the process of finding the right mortgage, our numerous queries, several changes in the actual purchase of our house, and delays beyond our control, Matt gave us great advice and remained patient, supportive and reassuring. As first time buyers we were very nervous, but with Matt's guidance we were able to go through the process without any major concerns. Matt is always happy to give explanations, guidance and reassurance. We feel that Matt has our best interests at heart and we highly recommend Invest Southwest. We will be using Invest Southwest for future financial support, e.g. Life Insurance, knowing that Matt will give us the best possible advice.”

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(Matthew Duncan) -

“Helpful, knowledgable and non-condesending approach.”

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(Nick Bashford) -

“I have always had excellent service from my Financial Adviser at Invest Southwest and feel I am in good hands. At my Annual Reviews, he always takes great care to ensure I understand my position and answer any questions I might have. Thank you.”

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(David Donohoe) -

“I find my adviser really top grade and armed with your info and findings an excellent service..”

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(Karen Gregory) -

“Excellent service from my financial advisor who Is friendly, approachable and easily contactable.. Smooth process when moving investments to Invest Southwest. Am always reassured by the advice given and feel confident that my investments are being managed in a way that will ensure that my income needs following retirement will be best met.”

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(Adrian Rooney) -

“I highly regard them them to advise me on my investments.”

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(Adrian Rooney) -

“I'm very impressed with the service I've been provided with at Invest South West. Calm and straightforward advice and Paul has the ability to explain technical issues simply and to give the confidence that there are no daft questions!”

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(Paul Gold) -

“We are pleased satisfied with Nick Bashford our financial advisor, for the effort he puts into given us the best advise & help for our needs,”

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(Nick Bashford) -

“Very friendly and excellent service. Investments reviewed regularly and discussed on personal basis.”

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(Mark Tarbard) -

“All advice , taken onboard , transfers completed promptly.”

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(Karen Gregory) -

“Excellent friendly service as always”

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(Chris Watson) -

“I got excellent, personal service and feel confident that I have made the right financial decisions having talked them through.”

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(Paul Booker) -

“Always an excellent prompt personal service from Matthew who certainly knows his stuff”

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(Matthew Duncan) -

“Fantastic service from Martin Shea”

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(Martin Shea) -

Invest Southwest is rated 4.9 based on 445 reviews