Invest Southwest Independent Financial Advisers-Pensions, Investments, Mortgages, Insurance, Wills, Tax-Taunton&South West.

Invest South West have 25 years of experience

Fully, highly qualified and experienced advisers
Local and totally independent
The best solutions from the entire market always recommended
We advise, not sell – if best advice is “do nothing”, that is what we will advise!

One dedicated personal adviser permanently
A lifelong relationship
We look at your whole life situation, not just one area in isolation
The best advice we give now, will stand you in good stead for life

	Investment Advice
	Inheritance tax planning
	Estate planning
	Regular savings advice
	Personal pensions
	Self Invested Personal Pensions (SIPPS)

	Pension transfers
	Life cover
	Income protection
	Critical illness cover
	Mortgage advice
	Business mortgages
	Remortgage

	Home improvements
	Buy to let
	Further advance
	Key person protection
	Stakeholder pensions
	Group pensions
	Wills & Will Management
	Equity release advice

Find out more about our services...

       Authorised and Regulated by the Financial Services Authority

       Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. The        precise amount will depend upon your circumstances but we estimate that it will be 0.4% of the mortgage amount.

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