Matt Tilley - Invest Southwest

Independent Financial Adviser  The Old Garden, Gloucestershire, Wotton-Under-Edge, GL12 7RR
First meeting at adviser's own cost
Professional, personal, friendly and local Independent Financial Advice from the whole of the market.
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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Building your home
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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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Flexible mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Matt Tilley BA (Hons), DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

About us

Invest Southwest offer a free initial consultation and a guarantee of Best Advice...For Life. We are fully independent and qualified to advise on all areas of personal and business finance. Offering a choice of fee or commission based advice, clients are shown all research and how our recommendations have been reached. We have 100% client satisfaction and now attract the majority of new clients via personal referral. As a truly local firm, we believe this mix simply cannot be beaten on quality of advice or customer service.

Our services

Unbiased, whole of market independent financial advice based near Wotton-under-Edge, covering the Cotswolds, Gloucestershire and Bristol areas. Investments, savings, pensions, mortgages, inheritance tax planning and protection.

Fully, highly qualified and experienced advisers.
Local and totally independent.
The best solutions from the entire market always recommended
We advise, not sell – if best advice is “do nothing”, that is what we will advise!


One dedicated personal adviser permanently.
A lifelong relationship.
We look at your whole life situation, not just one area in isolation.
The best advice we give now, will stand you in good stead for life.

Where to find us
Head office address: The Old Garden, New Mills Lane, Hillesley, Gloucestershire, Wotton-Under-Edge, GL12 7RR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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