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
249
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 Adrian Rooney
What our clients say
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Mrs H
Couldn’t do enough to help and ensure I got the best investments for me. Thank you!
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Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.
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Mr & Mrs M
Service and result was second to none.
Ryan and Benson were outstanding and delivered!
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Mr & Mrs J
We have been with Invest Southwest for many years now and under the excellent care of Dave. We have recently had the pleasure of working with Paul and his advice has been invaluable in supporting us...
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Mr & Mrs C
Paul took the time to identify our investment requirements and provided a balanced summary of options. The communications have been excellent throughout the review process and all the details...
mp
Ms P
I always feel listened to, advice & explanations are always very clear and relevant to my own personal circumstances
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