Invest Southwest

Initial consultation free
Independent financial adviser
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

Ms L
It was a pleasure interacting with Paul. I found him to be knowledgeable and informative. He always responded to any questions I had promptly. He made the process smooth and painless, which at times...
Mrs R
Was highly impressed with the service I received, all advice given was impartial & nothing too much trouble. Would definitely recommend if asked.
Mr & Mrs M
Service and result was second to none. Ryan and Benson were outstanding and delivered!
Mrs M
Friendly, excellent trustworthy service. I would highly recommend Invest Southwest
Miss D
Very friendly and helpful people to deal with. They listen carefully to my requirements, and I have every confidence in the advice I have been given regarding my investments and pension.
Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.

Legal information

While 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 directory is subject to website terms and conditions and privacy policy .