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
78helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
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
mm
Miss M
I received great advice on mortgage offers and consideration of future planning was discussed and thought through. This generated a good outcome considering the challenging environment at present.
mm
Mr & Mrs M
Service and result was second to none.
Ryan and Benson were outstanding and delivered!
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.
mw
Mrs W
Paul was professional and kind during our meetings. He made good suggestions and answered any queries I had quickly.
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.
mm
Mrs M
Friendly, excellent trustworthy service. I would highly recommend Invest Southwest
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