Seeking Advice - Invest Southwest Independent Financial Advisers - Taunton

In some cases, you might not need a product, or the products you already have might be the right ones for the job. Relatively simple needs can often be met by stand-alone products such as a pension, ISA or life insurance. The financial plan we will help you create will set out your high level requirements, followed by a recommendation of the products needed to achieve that plan. We can then help you implement your plan and ensure it continues to meet your requirements year after year via our ongoing service. ONGOING ADVICE With us in the background monitoring and reviewing your plan, Invest Southwest will help you through what otherwise is likely to be a very daunting process. So many options, so much information to sort through, not to mention the administrative side of things. Add other elements of financial planning to the equation, such as tax, succession planning and dealing with various life events, and you are looking at a considerable time overhead. We can dedicate time and resources to provide the best possible service to you and your family. Understanding the difference between noise and useful information is a challenge for even the most experienced investor. Frommarket moves and macro comment to fund factsheets and platform charges, there can be a huge amount of detail to absorb if you want to keep up to date and ahead of the game. Invest Southwest has the depth of professional knowledge and experience to know what is important and what is not, as well as access to data and research. The pace of regulatory change has accelerated in recent years, particularly when it comes to pensions. The pension reforms of April 2015 provided extra flexibility for investors from the age of 55, but they also created additional complexity and pitfalls. A series of changes to pension allowances and the taxation of pension pots have added to the need to stay on top of the continually evolving regulatory landscape. We have access to up-to-the-minute regulatory briefings to ensure we and you are kept abreast of developments. INDEPENDENT FINANCIAL ADVISERS