Business Details
19 Years
experience
Independent Financial Advisers in Taunton
Invest Southwest is a multi-award-winning firm of Independent Financial Advisers established in 2007. Our team combines decades of industry experience with a commitment to providing tailored financial solutions. We operate under the full authorisation and regulation of the Financial Conduct Authority, ensuring adherence to the highest professional standards. Our services span savings, investments, pensions, mortgages, and protection planning, with a focus on lifelong client relationships. We prioritise understanding individual client needs to deliver advice that aligns with personal, family, and business objectives. Our advisers hold Statements of Professional Standing, demonstrating ongoing compliance with regulatory requirements.We offer a free, no-obligation initial consultation to discuss financial goals and market opportunities. Client feedback consistently highlights our expertise, transparency, and dedication to long-term financial security. We maintain offices in Taunton, Somerset, with advisers operating across the South West region. Our sister company, Will Management Services, supports estate planning and inheritance tax mitigation strategies. Through community engagement, we sponsor local sports teams and cultural initiatives, reflecting our commitment to regional development.
Services
Savings & Investments
Pensions & Retirement Planning
Mortgages & Equity Release
Financial Protection
Estate Planning
Details
- Year established: 2007
Highlights and features
- We offer free, no-obligation initial consultations
- Our advisers hold Statements of Professional Standing
- We provide independent advice across 1000+ financial products
- We maintain 98% client retention through tailored solutions
- Our team has 150+ combined years of industry experience
Associations and certifications
- Financial Conduct Authority
What people say
Excellent results
Highly recommended
Seamless processes
Superbly helpful
Long-term security
Services
Savings & Investments
We help clients grow and protect capital through tailored investment strategies. Our advisers assess risk tolerance and financial goals to recommend ISAs, investment bonds, and diversified portfolios. With access to 1000+ products, we ensure competitive returns while maintaining appropriate risk levels.
Pensions & Retirement Planning
Our FCA-regulated advisers specialise in pension consolidation, tax-efficient withdrawals, and retirement income planning. We offer independent guidance on personal pensions, SIPP arrangements, and state pension optimisation to ensure financial security in later life.
Mortgages & Equity Release
As independent mortgage brokers, we access 90% of UK lenders to secure competitive rates for first-time buyers, remortgagers, and buy-to-let investors. Our equity release specialists provide impartial advice on lifetime mortgages and retirement interest-only products.
Financial Protection
We design bespoke protection strategies including life cover, critical illness insurance, and income protection policies. Our advisers ensure appropriate coverage levels to safeguard families and businesses against unforeseen circumstances while maintaining affordability.
Estate Planning
Working with our sister company Will Management Services, we create comprehensive estate plans to minimise inheritance tax liabilities. Solutions include trust structures, lifetime gifts, and probate planning to ensure smooth asset transfer to beneficiaries.
People
Matthew Duncan
Financial Adviser
Experienced financial adviser specialising in retirement planning and investment management. Holds Level 4 Diploma in Financial Planning and maintains ongoing professional development.
Paul Gold
Senior Adviser
Senior adviser with 18 years' experience in mortgage broking and property finance solutions. Regularly contributes to local financial education initiatives and community sponsorship programmes.
Amie Johnston-Ward
Pension Specialist
Pension specialist focusing on SIPP arrangements and tax-efficient retirement withdrawals. Holds Chartered Insurance Institute certifications and provides regular client workshops on retirement planning.
Richard Clarke
Protection Adviser
Protection specialist with expertise in complex life cover structures and critical illness insurance. Maintains advanced professional qualifications and collaborates with medical underwriters to secure optimal terms.
Martin Shea
Investment Manager
Investment manager responsible for portfolio construction and asset allocation strategies. Utilises modern portfolio theory principles to create diversified investment solutions across multiple asset classes.
Questions
Are your financial advisers qualified?
All our advisers hold Level 4 professional qualifications and maintain ongoing Continuing Professional Development (CPD) requirements.
How are your services regulated?
We operate under full authorisation from the Financial Conduct Authority (reference number 469547) and adhere to strict regulatory standards.
What areas do you cover?
While based in Taunton, Somerset, we provide services to clients across the South West region and nationwide through virtual consultations.
Do you charge for initial consultations?
No, our initial financial review and consultation are completely free with no obligation to proceed.
How do you select investment products?
We conduct comprehensive market analysis and risk profiling to recommend products that align with your financial objectives and risk tolerance.
Can you help with mortgage applications?
As independent mortgage brokers, we access 90% of UK lenders to find competitive mortgage solutions tailored to your circumstances.
