Call us on 01823 353970

Bespoke Products & Services

In order to give you a fully informed choice of the solutions available to you, we will assess your needs, your attitude to risks and rewards and consider your financial objectives.

This often involves subjects such as income tax, Inheritance Tax (IHT), Capital Gains Tax (CGT), Estate Planning and the review or creation of a Will, for which we work very closely with our sister company Will Management Services.

The Office for National Statistics (ONS) have suggested that ‘’we are all living longer’’, Trusts and Long Term Care Plans can help us plan for the future.

We also offer Business related products & services such as Auto-Enrolment, Relevant Life Policies and Group Private Medical Insurance (PMI).

Our initial consultation is FREE OF CHARGE... however long it takes.

For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

Independent Financial Adviser

Speak to a fully qualified and independent
Invest Southwest adviser today.

Call 01823 353970


Find out more in our guide's below

  • Trusts

    There are two main types of trusts available to you - flexible trusts and absolute trusts (also known as bare trusts).

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  • Whole of Life

    A Whole of Life Assurance policy with guaranteed premiums promises payment of a known level of cover upon death.

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  • Immediate Care Plan

    Immediate needs annuities are a type of annuity also known as immdeiate care plans or care fees annuities.

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  • Key Person

    One of the most valuable assets of a business is its staff with business success or failure depending on them.

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  • Relevant Life Policies

    The policies aim is to provide a lump sum on the death of a single employee. This removes the need for a registered group life scheme.

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  • Partnership Protection

    In the event that one of the partners were to die the surviving partners may wish to be in a position to purchase the deceased's share.

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  • Private Medical Cover

    PMI provides cover for individuals who wish to seek private medical treatment outside the NHS when they are ill.

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  • Group Income Protection

    Under a Group Protection plan an income benefit is paid to the employer if employees are unable to work.

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Why choose Invest Southwest for your financial advice?

  • We have a team of fully qualified and independent financial experts
  • We are highly recommended by our clients
  • We deal with a wide range of products

Call 01823 353970 to find out more

"You provided us with lots of useful information. Investment is something new to us and we both had no idea where to begin, but you took us through the process, explained everything clearly and we felt that we understood everything, including risks and that our money is being well looked after. We look forward to being able to use your services for many years. Thank you."Mr & Mrs P, Bristol

Independent Advice

The Financial Conduct Authority does not regulate taxation and trust advice, or Will writing.