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
ml
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...
mr
Mrs R
Was highly impressed with the service I received, all advice given was impartial & nothing too much trouble. Would definitely recommend if asked.
mm
Mr & Mrs M
Service and result was second to none.
Ryan and Benson were outstanding and delivered!
mm
Mrs M
Friendly, excellent trustworthy service. I would highly recommend Invest Southwest
md
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.
mm
Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.
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