Since our formation in April 2006, we have received a phenomenal response: an almost overwhelming level of recommendations from existing clients and professional contacts.

This is because we are a local company formed for the mutual benefit of clients and staff alike. The promise we make to our clients is that we will be able to advise them on all aspects of their finances, for life. Our staff do not come and go – they are local, highly qualified and motivated people who will advise local clients year in year out.

We live and work in our community and in so doing go a long way to ensuring we do a good job. Our staff have no targets other than total client satisfaction. We have found that happy clients are profitable clients. By taking the ‘long view’, serving our clients long term best interests, we are enjoying enormous success.

Managing Director Dave Penny has recently received the accolade of an invitation to represent the regulator Financial Services Authority in delivering Workplace Financial Education for larger employers. He and Invest Southwest have fulfilled stringent selection criteria from the highest source in the UK.

• Association with local professional firms: Clarke Willmott Solicitors, Ashfords Solicitors, Novahomes Estate Agents,   Rowlandson & Gardner Estate Agents.

• Our Will Management Service: 2500+ clients who have used our will writing and storage/update service and who request   advice on associated issues.

• Local press advertising: Somerset County Gazette, Limited Addition and others.

• Unbiased.co.uk: The central Independent Financial Advice sourcing agency as recommended by ‘tied’ firms (bank, building   societies) and the press.

• Financial Services Authority (FSA): central search facility.

• Yell.co.uk, Yellow Pages, BT Phonebook, Google and various search engines.

• Referrals from our contacts in the High Street banks when they do not have the expertise to help.

• Our role as a Financial Services Authority presenter of Workplace Financial Training and employee enquiries

• Far and away the biggest (and growing) source of new clients has been existing client recommendation.

• Paraplanners – fully qualified or developing

• Financial Advisers – either independent now or tied and looking to develop

• Mortgage Advisers – again independent or tied

• Administrators – providing support to the advisory and Wills businesses

• Trainee staff in any of the above roles


If you are ambitious to invest your efforts in a career from which you should never look back, make contact with us. We are keen to attract quality staff from the experienced Competent Adviser Status IFA, to the tied bank and building society staff who are seeking to escape the targeted profit chasing treadmill.

If you genuinely want to do a good job for your clients, be well paid for doing so and are happy to study and work hard for it for the long term, you could be right for Invest Southwest.

Click through to our Contact Us page, call or write and let us know.

The working environment at Invest Southwest is flexible in response to the needs of our staff and clients. We can adjust around school days, weeks and months.

We are not only looking for immediate full and part time staff, but also planning ahead for the upcoming months and years, so do make contact even if right now may not be the perfect time for a move. We may be able to help you prepare and plan.

Talk to us about our mantra of Advice...For Life – it works for our staff as well as our clients.