Invest South West

Independent Financial Adviser  6 Oakfield Road, Somerset, Bridgwater, TA6 7LX
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FCA authorised
Last authorised 1st March 2021
We offer face to face whole of market Independent Financial Advice. We offer Advice for Life to help you through
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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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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OEICs
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Offshore investments
Meet our advisers
MRS Karen Gregory
Independent Financial Adviser
About us

Invest Southwest was established 10 years ago. Our head office is based on Taunton. I am based in Bridgwater.

Our services

The right thing for the clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

6 Oakfield Road, Somerset, Bridgwater, TA6 7LX

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