Seeking Advice - Invest Southwest Independent Financial Advisers - Taunton

INDEPENDENT FINANCIAL ADVISERS PRICE AND PRODUCT ADVANTAGE As an individual, you are unlikely to be able to negotiate the best possible terms on the financial products and services you use. Acting on your behalf, Invest Southwest is able to negotiate better product terms or discounted charges. Some products or investments are not even released into the mainstreammarket. They may be made available solely through advice firms such as ours as this makes it safer or easier to control volume. This for example could be a special mortgage product not available direct to consumers. HELPING YOU GETWHAT YOUWANT OUT OF LIFE Hopefully, by now you have a better understanding of some of the ways Invest Southwest can help and the value we bring to help you manage your financial life, along with the challenges the future may hold. Financial advice is often viewed as providing solutions to problems, or meeting specific needs. This is part of what it does, but it is also much more. Invest Southwest offers financial planning services that look beyond short term problems and needs and considers your situation more holistically. We help you find out what you really want from life and about your hopes and ambitions for yourself and your family. It is not just about organising your finances, but about identifying where you are, where you want to go and building a financial roadmap to help you get there. LIFE GOALS SHORT TERM Less than 5 years BUY FIRST HOUSE Must achieve bullseye-pointer FOREIGN TRIP Good to achieve thumbs-up DIAMOND RING Good to achieve thumbs-up MEDIUM TERM 5 to 10 years CHILDREN’S EDUCATION Must achieve bullseye-pointer BUY A LUXURY CAR Good to achieve thumbs-up EARLY RETIREMENT Good to achieve thumbs-up LONG TERM 10+ years CHILDREN’S MARRIAGE Must achieve bullseye-pointer HOLIDAY HOME Good to achieve thumbs-up RETIREMENT Must achieve bullseye-pointer

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