Business Details
19 Years
experience
Your Trusted Partner for Financial Planning Solutions
Invest Southwest is a multi-award winning team of Independent Financial Advisers established in 2007. We operate from our head office in Taunton, Somerset, with advisers serving clients across the South West region. As a fully authorised and regulated entity by the Financial Conduct Authority (FCA), we specialise in delivering tailored financial strategies to meet personal, family and business needs. Our dedicated advisers prioritise long-term relationships, offering comprehensive services in savings, investments, pensions, mortgages, and protection planning. With a commitment to excellence, we provide free initial consultations and maintain transparent fee structures.Our team holds relevant professional qualifications, including Statements of Professional Standing, ensuring adherence to regulatory standards. We work closely with our sister company, Will Management Services, to offer holistic estate planning solutions. Client testimonials consistently highlight our expertise, personalised approach, and exceptional service quality. Through ongoing financial education and community engagement, we strive to empower clients to achieve their financial goals. Our business philosophy centres on providing independent advice that adapts to evolving client needs throughout their financial journey.
Services
Financial Planning
Pensions Advice
Mortgage Brokers
Investment Management
Protection Planning
Estate Planning
Retirement Solutions
Tax Efficient Strategies
Wealth Management
Independent Mortgage Advice
Details
- Year established: 2007
Highlights and features
- Multi-award winning team of Independent Financial Advisers
- Fully regulated by the Financial Conduct Authority (FCA)
- Free initial consultation with no obligation
- Dedicated personal adviser for lifelong financial relationships
- Wide range of financial products from multiple providers
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial advice
Highly recommended by clients
Patient and thorough guidance
Smooth process with excellent results
Clear and concise communication
Services
Financial Planning
Our financial planning service creates tailored strategies to help clients achieve their financial goals. We assess your current situation, risk tolerance, and objectives to develop comprehensive plans covering investments, pensions, and tax efficiency. With ongoing reviews and adjustments, we ensure your financial strategy evolves with changing circumstances while maintaining FCA-regulated standards.
Pensions Advice
We provide expert guidance on pension options including personal pensions, drawdown schemes, and annuities. Our advisers help navigate pension freedoms while ensuring tax-efficient retirement strategies. We specialise in helping clients understand their state pension entitlements and optimise workplace pension benefits through FCA-regulated advice.
Mortgage Brokers
As independent mortgage brokers, we access the entire market to find competitive mortgage products. We assist with first-time purchases, remortgaging, equity release, and buy-to-let mortgages. Our FCA-regulated advice includes guidance on interest rates, loan terms, and finding the most suitable mortgage solution for your circumstances.
Investment Management
Our investment management service helps clients grow their wealth through tailored investment strategies. We offer guidance on ISAs, investment bonds, and other vehicles while considering your risk profile and financial goals. We focus on creating diversified portfolios that align with your long-term financial objectives.
Protection Planning
We provide comprehensive protection planning covering life cover, critical illness insurance, and income protection. Our FCA-regulated advice helps safeguard your family's financial future against unforeseen events. We assess your specific needs to recommend appropriate coverage levels and policy structures.
People
Matthew Duncan
Financial Adviser
Experienced financial adviser with extensive industry knowledge, providing expert guidance on pensions, investments, and protection planning while maintaining the highest professional standards.
Paul Gold
Financial Adviser
Award-winning adviser based in Langport, specialising in mortgage solutions and financial planning while actively supporting local community initiatives.
Paul Booker
Financial Adviser
Taunton-based adviser with expertise in retirement planning and investment strategies, combining professional excellence with strong community engagement.
Amie Johnston-Ward
Financial Adviser
Dedicated financial professional providing comprehensive advice on pensions, mortgages, and protection products while maintaining the highest service standards.
Richard Clarke
Financial Adviser
Experienced adviser with a focus on holistic financial planning, supporting clients across the South West region with tailored investment and protection solutions.
Questions
What services does Invest Southwest offer?
We provide financial planning, pensions advice, mortgage brokering, investment management, protection planning, and estate planning services.
Are your financial advisers qualified?
All our advisers hold relevant industry qualifications and Statements of Professional Standing from the Financial Conduct Authority.
Do you offer free initial consultations?
Yes, we provide free, no-obligation initial consultations to discuss your financial needs and objectives.
How are your mortgage services different?
As independent brokers, we access the entire market to find competitive mortgage products tailored to your circumstances.
What areas do you cover?
While based in Taunton, Somerset, we serve clients across the South West including Devon, Bristol and surrounding areas.
How do you maintain client trust?
We prioritise transparency, professional qualifications, and long-term relationships while maintaining FCA regulation compliance.
