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
helped
356
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£500k+
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, DipFA, CeLTCI, CeRER, MLIBF, PETR, CeMAP, DiplomaAdvDipFA, Chartered ALFBF
Managing Director
Mr Paul Booker
Independent Financial Adviser
What our clients say
mh
Mrs H
Couldn’t do enough to help and ensure I got the best investments for me. Thank you!
mm
Mr & Mrs H
I have dealt with Matt for many years now and his service has always been first class.
mw
Mrs W
Paul was professional and kind during our meetings. He made good suggestions and answered any queries I had quickly.
mc
Mr C
Always informative and kept up to date with what's going on with mt platform.
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