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
74helped
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
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Mr F
Paul was very friendly & informative. No hard pressure selling. Listened to my circumstances & requirements. Came up with a suitable solution. Very happy with the service provided.
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Mr & Mrs M
Paul understands our requirements, carries out in depth research, thorough and knowledgeable and has always offered very good investment advice.
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Mr B
My wife has been using the professional advice and services of Invest Southwest for many years and always found their experience and expertise to be outstanding. Last year I approached them to see if...
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Mr B
We have found that Invest Southwest provides an excellent overall service to ensure that our funds are safe but keep up with the markets as effectively as possible. Highly recommended.
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Mr & Mrs W
Our experience has been very favourable. Paul listened to what we wanted and delivered without trying to ”sell” us anything else. He explanations were clear and simple without being patronising.
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Mrs B
Very friendly professional company.
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