Invest Southwest Ltd

Independent Financial Adviser  Covering, Warminster, SN11 8EQ
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FCA authorised
Last authorised 20th September 2021
More than 25 years providing financial advice within the Wiltshire and surrounding area.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
MR Martin Shea
About us

I can create financial plans that are totally unconstrained by any obligation – other than to you. I will carefully consider the whole market and only then recommend a solution that is right for you: one that has the flexibility to adapt to your changing needs and circumstances.

Our services

I believe that the clients' interests are most effectively served with a truly independent approach and that the gold standard for financial advice is highly qualified advisers, supported by a strong technical infrastructure, delivering independent financial advice. As your local Invest Southwest independent financial adviser, I can help you plan for a more rewarding future.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Covering, Calne, Chippenham, Warminster, SN11 8EQ

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