Invest Southwest

Initial consultation free
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

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

Mr C
Always informative and kept up to date with what's going on with mt platform.
Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.
Mrs H
Couldn’t do enough to help and ensure I got the best investments for me. Thank you!
Mrs M
Friendly, excellent trustworthy service. I would highly recommend Invest Southwest
Mr & Mrs M
Service and result was second to none. Ryan and Benson were outstanding and delivered!
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...

Legal information

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