Adrian Rooney, IFA at Invest Southwest
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Mortgages
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
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Long term care
- Long term care
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Invest Southwest is a well established, award winning company based in Taunton, Somerset, which serves the whole of the South West. We have fifteen highly skilled independent financial advisers who have a wealth of knowledge and experience of providing expert financial advice, from mortgages to pensions, investments to inheritance tax planning, and personal assurance to trustee advice.
We provide genuine whole of market independent advice which we truly believe is second to none. Our ethos is that we provide "advice for life"- we are here to help you now and in the long term, to ensure that your financial wellbeing is properly protected at every stage of your lifetime.
Our initial appointment, however long it takes, is free and without any obligation, and we are happy to meet with you at your home or in our offices.
If you have need of financial advice and are looking for the best possible service, then please contact Adrian on or .
At Invest Southwest we provide advice for life. We are a one-stop company for all your financial needs, including but not limited to investments, pensions, life assurance, Inheritance Tax Planning and wills; we pride ourselves on providing an effective, professional and high quality service that will look after your financial interests for the rest of your life.
Additionally I specialise in providing assistance and advice regarding "orphan" investment products- i.e stock & shares ISAs, Unit Trusts, Investment Bonds etc that were originally taken out through banks or building societies who have subsequently withdrawn their advisory services.
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