David Penny

Managing Director

Dave Penny - Invest Southwest David has worked in the world of financial advice for nearly thirty years as an adviser, Regional Manager and Managing Director. Previously employed by LloydsTSB, Birmingham Midshires, Halifax and Bank of Scotland, he has also been involved with Scottish Widows, Cheltenham & Gloucester, Axa and Insight Investments.

It became clear to David that rather than use his qualifications and experience to train and develop financial advisers for the benefit of massive PLCs, he could set up a company that would truly serve the needs of its clients; locally, independent and for life.

Selected by our industry regulator, the Financial Services Authority (now the Financial Conduct Authority), David delivered its 'Making the Most of Your Money' presentations. He is regularly quoted in the national press and is a financial commentator for BBC Somerset radio. You can listen to David's archive at our audio page.

Value of advice ambassador Financial Adviser of the year

After a few years absence from the guidance and support of the Company, I decided it may be important for me to enquire about my situation again. In the months since, David Penny has provided my current advice and support. I am delighted to have made a decision which has been enforced by the excellent personal service that I know is there to act in my own interests. This is reasurringly combined with the whole ethos of the company - Mr B, Buckfastleigh.