Invest Southwest

Independent financial adviser  49/50 East Street, Taunton, Somerset, TA1 3NA
FCA authorised
Last authorised 18th October 2021
As fully authorised Independent Financial Advisers, we offer the best solutions from the entire market.
We can advise you on
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
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
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

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