Invest South West

Independent Financial Adviser 12 Hammet Street, Taunton, TA1 1RZ
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
Meet our advisers
adviser-person
Karen Gregory
Independent Financial Adviser
Where to find us

12 Hammet Street, Taunton, TA1 1RZ

Contact us
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.

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

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