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Invest Southwest

Independent financial adviser  49/50 East Street, Taunton, Somerset, TA1 3NA
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FCA authorised
Last authorised 3rd May 2021
As fully authorised Independent Financial Advisers, we offer the best solutions from the entire market.
We can advise you on
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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 commercial property
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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
Meet our advisers
MRS Karen Gregory
Independent Financial Adviser
MR Matt Tilley
Independent Financial Adviser
MR David Penny
Managing Director
MR Nick Bashford
Independent Financial Adviser
MR Seb Powles
Independent Financial Adviser
MR Paul Johnston
Independent Financial Adviser
MR Paul Gold DipPFS
Financial Adviser
MR Matthew Duncan Bsc, CeMap, DipFA, CeFA, MIFS, CeLTCI
Independent Financial Adviser
About us

Established in 2007 at our head office in Taunton, Somerset we have grown steadily and solidly and currently have 10 advisers based across the Southwest from South Gloucester down to Plymouth. Fully Independent we offer advice on all areas of financial planning. Areas of expertise include Mortgages, Equity Release, Savings, Investments, Pensions, Annuities, Life and Critical Illness Cover, Income Protection, Planning for Long Term Care, Wills, Probate and Inheritance Tax Planning.

Our services

Any initial meeting of any durnation is free of charge.

Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

49/50 East Street, Taunton, Somerset, TA1 3NA

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