Invest Southwest

Independent Financial Adviser 49/50 East Street, Taunton, Somerset, TA1 3NA
FCA verified
20th May 2019
As fully authorised Independent Financial Advisers, we offer the best solutions from the entire market.
We can advise you on
  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
David Penny
Managing Director
Paul Gold DipPFS
Financial Adviser
Matthew Duncan Bsc, CeMap, DipFA, CeFA, MIFS, CeLTCI
Independent Financial Adviser
Karen Gregory
Independent Financial Adviser
Seb Powles
Independent Financial Adviser
Matt Tilley
Independent Financial Adviser
Paul Johnston
Independent Financial Adviser
Nick Bashford
Independent Financial Adviser
Where to find us

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

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.

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

We truly believe in delivering high quality services and solutions and to this end our genuine aim is to provide you with one dedicated adviser permanently to build a lifelong relationship.

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