Invest Southwest

Independent Financial Adviser  Invest Southwest, Somerset, Weston-Super-Mare, BS24 8EE
First meeting at adviser's own cost
Award Winning Top rated Independent Financial Advisers. We research the best solutions from the entire market.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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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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Traded endowment policies
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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Long term care
Response rating
9.1/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Matthew Duncan BSc Hons, CeFA, CeMAP, CeLTCI, DipFA, CeRER, MIFS, CeRER
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Thank you for helping me change my endowment linked mortgage, protect my children's school fees and restructure our investments. Truly holistic Independent Financial Advice of the highest quality.
Anna Scott, Almondsbury, Bristol
Excellent service. Matt guided me through my first mortgage application and made it a hassle-free experience. He was always available to answer any questions and was able to explain any jargon very clearly. He was also able to offer advice on my overall financial situation and the options I will have in the future. I would highly recommend him to anyone looking for any kind of financial advice.
Liam Ruddock, Bristol
Matt has been great to work with over a number of years. He has provided advice on a number of issues, from savings, investments and pensions, through to Mortgage advice…he is always well informed and up to date with his knowledge and I have always felt that he has taken the time to make his information bespoke to me and my circumstances rather than trying to fit me into a one size fits all regime. He always took the time to visit me at home and was always punctual with his appointments and with the information he promised to send afterwards. I would not hesitate to recommend Matthew and his services.
Marc Molloy, Weston Super Mare
About us

Invest Southwest is a full authorised and regulated Independent financial advisers. We offer the facility of home visits for your convenience or a meeting at one of our offices locations in Taunton, Weston Super mare, or Bristol.

Invest Southwest is committed to being:-

• Fully qualified and having experienced advisers.
• Local and totally independent.
• Will always recommend the best financial package available on the market.
• We advise, not sell. If the best advice is to “do nothing”, that is what we will advise!

Our services

At Invest Southwest our ethos means will receive an highly educated, professional and friendly service to meet your financial needs. We pride ourselves on service, integrity and being completely Independent.

Where to find us
Head office address: Invest Southwest, The Hive, 6 Beaufighter Road, Somerset, Weston-Super-Mare, BS24 8EE
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.1/10
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FCA authorised
Last authorised 14th June 2021

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