Invest Southwest
Initial consultation free
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
We can advise you on
Clients
helped
helped
248
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Matthew Duncan BSc Hons, CeFA, CeMAP, CeLTCI, DipFA, CeRER, MIFS, CeRER
Managing Director
Mr Paul Booker
Independent Financial Adviser
Mr Paul Gold DipPFS CeMAP
Independent Financial Adviser
Mr Owen Irish
Independent Financial Adviser
What our clients say
me
Mr E
Always excellent advice and service.
mw
Mrs W
Paul was professional and kind during our meetings. He made good suggestions and answered any queries I had quickly.
mc
Mr C
Always informative and kept up to date with what's going on with mt platform.
mr
Mrs R
Was highly impressed with the service I received, all advice given was impartial & nothing too much trouble. Would definitely recommend if asked.
ml
Ms L
It was a pleasure interacting with Paul. I found him to be knowledgeable and informative. He always responded to any questions I had promptly. He made the process smooth and painless, which at times...
md
Miss D
Very friendly and helpful people to deal with. They listen carefully to my requirements, and I have every confidence in the advice I have been given regarding my investments and pension.
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