This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Somerset
  8. breadcrumbs-arrow
  9. Wedmore
  10. breadcrumbs-arrow
  11. Invest Southwest

Invest Southwest

Independent Financial Adviser Woodpecker House, Snipefield Lane, Blackford, Somerset, Wedmore, BS28 4NZ
FCA verified
9th December 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Taxation planning
    • Long term care
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Matt Tilley
Where to find us

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

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Stephen Elvin Independent Financial Advice Ltd
Independent Financial Adviser 6.42 mi
My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you as a client. I work from my office in Burnham on Sea and so can easily access North and South bound territories and I am happy to meet at a time and place that suits you, usually in your own home or place of work. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. More importantly, I will then take the time to find out about you and your goals and what you need help and advice with. I can then prepare any recommendations that I feel are suitable for you. On a more personal note, I am married with one child and enjoy spending time with my family, alongside playing drums, running and keeping fit. I would be happy to answer any questions at no initial cost or obligation, so feel free to get in touch.
 
See profile
MHA Monahans Wealth Management
Independent Financial Adviser 7.53 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
 
See profile
Silver Oak Financial Solutions
Restricted - whole of market 8.34 mi
Based in Wells, Somerset, Silver Oak Financial Solutions provide financial advice to clients in the South West.
 
See profile
Old Mill
Independent Financial Adviser 8.46 mi
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.