Invest Southwest

Independent Financial Adviser  Woodpecker House, Wedmore, Somerset, BS28 4NZ
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FCA authorised
Last authorised 23rd January 2020
Independent Financial Adviser with over 20 years experience in Financial Services, based in the Weston Super Mare and Somerset area.
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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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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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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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
Matt Tilley
About us

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

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Woodpecker House, Snipefield Lane, Blackford, Somerset, Wedmore, BS28 4NZ

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Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.