Invest Southwest
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Financial planning
- Wealth management
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Tax & trust planning
- Estate planning
- Taxation planning
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
Woodpecker House, Snipefield Lane, Blackford, Somerset, Wedmore, BS28 4NZ
Make an enquiry
Welcome to Invest Southwest
We are an established and experienced team of Independent Financial advisers. Our head office is in Taunton and we have advisers 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
I offer whole of market independent financial advice in and around the Somerset area. Home visit appointments at a time to suit you. Over 20 years financial services experience in the local area offering advice on Protection, Investments, Savings, Pension planning, Mortgages and Inheritance tax planning. I advise, not sell - if the best advice is to 'do nothing', this is what I will recommend. Our view is to providing advice for life.
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