Invest Southwest

read moreOther than trainees, our financial advisers are very experienced, are fully qualified to give financial advice and hold a Statement of Professional Standing as evidence they are meeting the standards set by our regulator. Our support, admin and paraplanning staff have either already attained or are working towards recognised industry qualifications.

read moreThis often involves subjects such as income tax, inheritance tax (IHT), capital gains tax (CGT), estate planning and the review or creation of a Will, for which we work very closely with our sister company Will Management Services. Trusts often come to mind, as does planning for long term care, due to the fact we are all living longer. We also offer Business related products & services such as auto-enrollment, relevant life policies and group private medical insurance. Our initial consultation is free of charge, however long it takes.

read moreUnlike Restricted Mortgage Brokers, Banks and Building Societies that normally only have access to a much smaller range, being Independent means we have access to many products offered by many different lenders, including most Banks and Building Societies. Being Independent means we are able to make recommendations after we have assessed your needs, based on a comprehensive and fair analysis of the relevant market. Your home may be repossessed if you do not keep up repayments on your mortgage. The Financial Conduct Authority does not regulate some forms of buy to lets, commercial mortgages, secured loans or bridging loans.

read moreInvest Southwest is a financial planning business focused on helping you understand and plan for your financial future. We offer a free, no obligation, initial discussion during which we will describe our services fully. We provide an independent advice service. Unlike restricted advice (such firms choose to limit their range of products and/or providers), being independent means we consider a wide range of financial strategies and products, and constantly review the market to ensure our advice best meets your needs and objectives.

read moreOur opinion is often sought after, therefore we are frequently quoted in the National Press. Naturally, some articles will become out of date, so it is essential that you seek up-to-date advice. Nevertheless, please feel free to click on the examples below. PI insurer asks advisers for 'gold standard' FT Adviser Adviser fee reduction no match for PI costs FT Adviser Altmann warns of 'damaging' pensioner tax planFT Adviser Market jitters send over 50s into investment hidingFT Adviser Phoenix reveals plans for Standard Life Aberdeen clientsProfessional Adviser 'My hero': Advisers reveal their biggest inspirationsProfessional Adviser Why it still pays to save into a pensionThis is Money Can our 30,000 savings possibly get us a home?

read moreFully authorised and regulated by the Financial Conduct Authority, we offer a wide range of financial strategies and products to suit your personal, family and business needs. Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing: Advice. Becoming financially independent, maintaining your wealth, buying a home, getting out of debt, emergencies, helping with children's university fees, a holiday of a lifetime and making your money work hard for you are a few of the many reasons to save.