Invest Southwest
Initial consultation free
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
We can advise you on
Clients
helped
168helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Matthew Duncan BSc Hons, CeFA, CeMAP, CeLTCI, DipFA, CeRER, MIFS, CeRER
Managing Director
Mr Paul Booker
Independent Financial Adviser
Mr Paul Gold DipPFS CeMAP
Independent Financial Adviser
Mr Owen Irish
Independent Financial Adviser
What our clients say
mc
Mr C
Always informative and kept up to date with what's going on with mt platform.
mm
Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.
mh
Mrs H
Couldn’t do enough to help and ensure I got the best investments for me. Thank you!
mm
Mrs M
Friendly, excellent trustworthy service. I would highly recommend Invest Southwest
mm
Mr & Mrs M
Service and result was second to none.
Ryan and Benson were outstanding and delivered!
mm
Mr & Mrs C
Paul took the time to identify our investment requirements and provided a balanced summary of options. The communications have been excellent throughout the review process and all the details...
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