Karen Gregory

Independent Financial Adviser  Invest Southwest, Somerset, Taunton, TA1 1RZ
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FCA authorised
Last authorised 14th June 2021
Independent Financial Adviser with 30+ years experience. I am married, have a daughter and with two dogs.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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OEICs
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
MRS Karen Gregory DipFA MIFS CeMap CeRER
Financial Adviser
About us

Welcome to Invest Southwest
We are an established and experienced team of Independent Financial advisers. Our head office is in Taunton and we have advisers based across the South West.
Fully authorised and regulated by the Financial Services Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs.
Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing..........
Advice ... For Life

Our services

I offer Whole of market independent financial advice in the Bridgwater, Taunton and North Somerset areas. Investments, savings, pensions, mortgages, inheritance tax planning and protection. I am a highly qualified and experienced adviser. Local and totally independent. The best solutions from the entire market always recommended. I advise, not sell – if best advice is “do nothing”, that is what I will advise! One dedicated personal adviser permanently A lifelong relationship. I look at your whole life situation, not just one area in isolation The best advice I give now, will stand you in good stead for life.

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

Invest Southwest, 12 Hammet Street, Somerset, Taunton, TA1 1RZ

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