Seeking Advice - Invest Southwest Independent Financial Advisers - Taunton

TAKING CARE OF YOU AND YOUR FAMILY Financial advice is most commonly talked about in the context of investments, but the reality is that your needs go a long way beyond that. We will not simply talk to you about the money you have to invest or the products you could invest in. Instead your wider circumstances and needs will come into play, to ensure that every step you take fits in with the overall plan to get what you want out of life. Invest Southwest will take tax into consideration, so that you do not risk unnecessary tax charges, including income tax, capital gains tax and inheritance tax. We will also help you to consider your family’s financial security and later life issues such as long-term care and wills. INDEPENDENT FINANCIAL ADVISERS