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Why Choose Invest Southwest?

We provide quality advice

Invest Southwest is a financial planning business focused on helping you understand and plan for your financial future. We offer a free, no obligation, initial discussion during which we will describe our services fully.

We provide an independent advice service. Unlike restricted advice (such firms choose to limit their range of products and/or providers), being independent means we consider a wide range of financial strategies and products, and constantly review the market to ensure our advice best meets your needs and objectives.

For Life

Our aim is to provide one dedicated personal adviser to build permanent, lifelong relationships.

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You are always very courteous and professional and explain things in an easy to understand way. You answer my many questions thoroughly and quickly and with a lot of patience. We are very satisfied with the service you deliver and would have no hesitation in recommending you - Mrs W, Ilminster, Somerset

Invest Southwest is authorised and regulated by the Financial Conduct Authority, reference number 469547. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based within the UK. A copy of our complaints procedure is available upon request. For your protection complaints may be referred to the Online Dispute Resolution platform and/or Financial Ombudsman Service