Dave Penny
Managing Director

“I have worked in the world of financial advice for over sixteen years - as an adviser and for nine years as a Regional Manager of the South West of England for Birmingham Midshires, Lloyds TSB and Halifax Bank of Scotland. I have also worked closely with Scottish Widows, C&G, AXA and Insight Investments.”

It became clear to me that rather than using my qualifications and experience to train and develop financial advisers for the benefit of massive PLCs, I could set up a company that would really serve the needs of its clients: locally, truly independently and for life. It is exciting to think that I now represent Invest Southwest which aims to achieve 100% client satisfaction and which I believe simply cannot be bettered. Invest some time with us and you will never again need to consult another financial adviser about any issue.

I am delighted to have been selected by the industry regulator, the Financial Services Authority to deliver their Making The Most Of Your Money presentations. This forms a part of the FSA’s work on Financial Capability aiming to help educate the general public on money matters.

Simon Cutler
Founding Director

"14 years of providing financial advice through small, medium and large companies in the Taunton area has enabled me to view the financial services industry from all angles. I have advised many local clients on all aspects of financial planning from mortgages, savings and investments to retirement planning and Inheritance tax solutions. This wealth of experience has confirmed that financial planning is something that we all need from the cradle to the grave.

I have worked with such household names as Axa Sun Life, Provident Life, Britannic Assurance, Insight Investments and the Halifax Bank of Scotland group over the past decade. As a founding director of Invest Southwest I look forward to providing a friendly and professional service to clients old and new. My clients have always desired and shared one common theme - one Financial Adviser for life. They have sought what I have always wanted to offer - a life long, quality financial planning proposition with total independence.”