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.

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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 received excellent advice from Invest Southwest who have reinvested my pension fund. I have access to see how my fund is performing and it is already doing much better since I moved it, I am really pleased. Paul Booker is professional and approachable, I asked a lot of questions and Paul was patient and answered everyting clearly. It was a big deal for me to move my pension but now I feel that I am much more in touch with it and have a good relationship with the people who are looking after it.”

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(Paul Booker) -

“Excellent as always .”

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(Matthew Duncan) -

“Throughout buying a new home and our mortgage application, Karen was brilliant and always had our best interest at heart. She helped us and secured out mortgage offer twice (due to one expiry) and made the process a lot smoother in such uncertain times. We would always highly recommend her.”

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(Karen Gregory) -

“Very helpful, very competent in the minefield of pensions, professional and trustworthy.”

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(David Milne) -

“This was the first time I had used a Financial Advisor and Invest SouthWest, and specifically Karen, was recommend to me. I found Karen and the company very efficient, understanding my needs and planning my future investments. They have met everything I have asked of them so far and I am positive my spread of investments will suit my needs.”

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(Karen Gregory) -

“Really pleased with the advice and service provided. Have used the advisor for a number of years and his advice has always been sound and reliable.”

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“When my late husband became incapable of handling our finances my elder son sought a financial advisor to assist me in managing our affairs; family are not close geographically so some one in the town was required. Paul Booker came and sent time with me and gave me excellent advice regarding investments etc. My husband died 6 months ago and Paul immediately contacted me with condolences and advice on the change in circumstances - I know I am able to depend upon him at any time which is extremely reassuring. Sarah Corps handled my Power of Attorney situation and again was charming and helpful. An excellent and very professional company.”

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(Paul Booker) -

“Chris, from invest Southwest has been totally professional throughout our dealings with him. He is courteous knowledgeable and explains everything thoroughly. I can highly recommend Chris and it has been a pleasure dealing with him”

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(Chris Watson) -

“Chris is comprehensive and thorough very pleased to have him as my financial advisor.please note after delivering the above eulogy I would like to state we are not related best regards Roger 😊”

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(Chris Watson) -

“Excellent service so far with initial investment guidance, I trust their professionalism and expertise . Thank you”

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(Paul Booker) -

“Paul and his team are very knowledgeable and always happy to help with our requests. As a service provider ourselves, it's good to know that we can confidently refer business and know that our clients will receive a good level of service.”

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(Paul Gold) -

“Always happy with the service I recieve from Paul Johnson. Hes happy to explain everything in lay mans terms for me. Never in a rush and nothing is to much trouble. Would happliy reccomend to a freind for investment advise.”

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(Paul Johnston) -

“Always easy to contact and very approachable for whatever the problem may be”

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(Richard Clarke) -

“Karen Gregory was a superstar. We could have not asked for better help support and guidance. We are extremely grateful to her for the help she has provided.”

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(Karen Gregory) -

“My FA is Martin Lane. I cannot fault him. He is kind, polite, friendly, efficient, knowledgeable (about loads of stuff not just money) reliable, approachable and responds quickly to questions. He has a good sense of humour which I find essential where talking about filthy lucre is concerned. He has made me lots of money, and doesn't mind when I spend it. I really look forward to our little chats. This could be a sign I should get out more but even so - I still look forward to them. Last year I suggested you give him a pay rise. I hope you did, and if so it's about time he had another one. Thank you Martin. You're a star”

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(Martin Lane) -

“Throughout our time working with Martin he has been patient, informative and always careful to fully advise us of all the potential benefits and risks involved in any transactions. financial decisions or investments we are making. He is prompt in replying to any questions, and always helpful. His knowledge of pensions in particular has been invaluable. Highly recommended!”

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(Martin Lane) -

“good service with a professional touch ! would highly reccommend”

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(Matthew Duncan) -

“Richard has always responded quickly to any questions we have had. He helped us enormously with my recent retirement and took the time to explain our options. He is an asset to your company and we look forward to working with him going forward.”

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(Richard Clarke) -

“Invest Southwest are efficient, friendly and always at hand if I ever require any financial advice.”

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(David Donohoe) -

“Martin has always given us excellent advice tailored to our specific circumstances. We are pleased with how our money has been made to work for us using the advice he has given.”

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(Martin Lane) -

Invest Southwest is rated 4.9 based on 444 reviews