Invest Southwest

Independent Invest Southwest, 12 Hammet Street, Somerset, Taunton, TA1 1RZ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
14th October 2019
Multi award winning, we offer the best solutions from the entire market.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Gold DipPFS CeMAP
Independent Financial Adviser
Paul Booker
Independent Financial Adviser
David Penny
Managing Director
What our clients say
A very professional service. I was given helpful, clear and sound financial advice. I was kept in touch throughout the service, and it was just like dealing with friends.
Miss H, Sidmouth
The knowledgeable and friendly approach is what I find so attractive and helpful in everyone at Invest Southwest. They deserve to flourish.
Mrs L, Budleigh Salterton
After a few years absence from the guidance and support of a Company, I decided it may be important for me to enquire about my situation again. In the months since, I am delighted to have made a decision which has been enforced by the excellent personal service that I know is there to act in my own best interests. This reassuringly is combined with the whole ethos of the Company.
Mr B, Devon
Where to find us

Invest Southwest, 12 Hammet Street, Somerset, Taunton, TA1 1RZ

Make an enquiry
About us

We are a multi award winning, established and experienced team of Independent Financial Advisers with 3 advisers based at our head office in Taunton and a further 15 based across the South West.

Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs.

Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing Advice...For Life.

Our services

Our initial consultation is free of charge however long it takes and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

Highly qualified and experienced advisers, we offer the best solutions from the entire market. Our aim is to advise, not sell and if the best advice is "do nothing", this is what we will advise.

We offer one dedicated personal adviser permanently to forge a lifelong relationship, looing at your whole life situation, not just one area in isolation.

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