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Business Services

Running a successful business is challenging enough. When you add to the mix constantly changing legislative requirements and unexpected life changing events, it is a wonder how business owners succeed.

There are no easy answers and many factors go into the blend, but good planning is undoubtedly high on the pecking order. At Invest Southwest our aims are to help you anticipate potential misfortune, protect yourself and your business accordingly and ensure you meet financial statutory requirements. We also provide advice and guidance regarding commercial finance.

Our initial consultation is free of charge however long it takes and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

Auto Enrolment

Automatic Enrolment

What does it mean for your business?

Watch this video to find out more about automatic enrolment and the requirements for your business.

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"I have received advice from you for over 4 years now and you have advised me on numerous financial decisions. I find you extremely knowledgeable, accurate and most importantly you act with integrity when it comes to advice and costs". Mark, Avon

To read more client reviews click here.


Key Services
  • Business Protection

  • Partnership Protection

  • Key Man Insurance

  • Group Critical Illness

  • Group Permanent Health Insurance

  • Group Private Medical Insurance

  • Auto Enrolment / NEST

  • Group Pensions

  • Group Stakeholder Pensions

  • Commercial Finance

Vouched For - UK Top Rated 2015