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

“We have always found our advisor to be extremely helpful and knowledgeable and always willing to go the extra mile on our behalf. Although we are fairly new clients of Invest South West we have found your service to be first class”

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(David Donohoe) -

“Great friendly staff, with made to feel at ease and felt the trust in the Service.”

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(Matthew Duncan) -

“Paul gave excellent, clear advise. He listened to my circumstances and I trusted him completely to give me the best advise.”

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(Paul Booker) -

“Helpful and efficient. Thank you for all your help.”

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(Matthew Duncan) -

“I am very happy with the service Mark provides. He is friendly, informative and gets things done with minimum input from me. I would highly recommend him if you need help and support with investments and pensions.”

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(Mark Tarbard) -

“Paul has provided me with the ability to have all my various pension pots in one pot of various investment types. It is now much easier to see my pensions worth and the investments are hoped to grow more then if I had just left them as they where. The only reason I have not given 5 stars is due to a slight lack of initial communication in our earlier e-mails which was resolved very well after a couple of phone conversations”

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(Paul Gold) -

“Matthew has been helping me with my pension for quite a few years and always makes time to discuss my future financial security. Absolutely faultless!”

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(Matthew Duncan) -

“Seb listened to what we wanted and came up with a plan in a timely manner.”

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(Seb Powles) -

“I haven't had any problems with my investments through Invest Southwest. Adrian Rooney has always kept me up to date regarding market forces and where best to place the investments also it was good to meet him face to face recently other than emails.”

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(Adrian Rooney) -

“We have used Invest Southwest for a number of years as our financial advisers to help process and maximise income from our pensions with good results to achieve our goals. Recently they advised and assisted with obtaining equity from our home which again resulted in a smooth process with excellent results.”

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(Paul Johnston) -

“Martin is easy to talk to and explains everything clearly. The tools he uses to provide advice are straightforward to understand. Invest Southwest do not bombard me with unwanted paperwork or emails. Thank you.”

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(Martin Shea) -

“Always excellent service, with advice, reviews and whatever concerns you have are always dealt with efficiently and promptly. Thank you for the many years of service.”

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(Seb Powles) -

“I have no hesitation in recommending Chris (and have done so on a number of occasions). He has always provided me with excellent service, has explained various options and allowed me plenty of time to decide what path to follow. He has been meticulous in ensuring he has understood my wishes and that i have the best advice and all my queries have been answered. I feel he is extremely professional but also approachable and friendly and i have great confidence in the service he provides.”

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(Chris Watson) -

“Comprehensive and detailed advice given in a relatable and understandable way.”

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(Paul Booker) -

“Chris was very pleasant, polite and professional, I would definitely contact him again if I need any professional advice .😊”

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(Chris Watson) -

“We are very happy with the service we have received from Invest Southwest. David our advisor helped with the move of our pensions and was very clear on what happens at each stage. I would highly recommend using invest Southwest for financial advice.”

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(David Milne) -

“Our financial advisor, Mark Tarbard, has been invaluable in helping us with our finances over the years, to plan for a secure and worry - free future. He is always there to help when we need him.”

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(Mark Tarbard) -

“Great advice, prompt feedback and altogether smooth process from the team at Invest Southwest would definitely recommend.”

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(Matthew Duncan) -

“Always enjoyed Chris’s talk to me and have pleased with his advice. Many thanks, Ray Elwin”

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(Chris Watson) -

“Extremely efficient and helpful”

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(Karen Gregory) -

Invest Southwest is rated 4.9 based on 444 reviews