Adrian Rooney, IFA at Invest Southwest

Independent Financial Adviser  Invest Southwest, Exeter, Devon, EX4 3LA
First meeting at adviser's own cost
30+ year's experience of providing expert financial advice; professional, friendly, understandable, reliable and knowledgeable. Service levels second to none.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Adrian Rooney Cert CII, DipPFS
About us

Invest Southwest is a well established, award winning company based in Taunton, Somerset, which serves the whole of the South West. We have eighteen 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 <phone number hidden> or <phone number hidden>.

Our services

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.

Where to find us
Head office address: Invest Southwest, 12 Hammet Street, Somerset, Taunton, TA1 1RZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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