Invest Southwest
Make an Enquiry

Pensions & Retirement

With the state pension age increasing, savings interest rates at an all time low and inflation reducing the value of cash in real terms, it is important now more than ever to ensure we are making provision for retirement. 

The pension freedoms announced in 2014 include the freedom to be irresponsible as well as flexible and creative, which means more than ever before, all options should be considered with an open mind.

Invest Southwest will match Pension Wise (the government's offer of free guidance) and indeed improve upon it. We offer an initial consultation for as long as is necessary to help our clients gain an understanding of their situation and choices and we will not charge for doing this.

Thereafter, of course if a client would like us to implement next steps we can discuss and agree a fair fee but for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.




"I was very pleased with the advice I received regarding my various work-based pensions. I did not know how to deal with my pensions, some of which had been dormant for a number of years. You fully explained my options and took time to deal with my questions to ensure that I fully understood my options so that I was able to make an informed decision". Lynda, Somerset.

To read more client reviews click here.


The value of investments can fall as well as rise. You may get back less than you invest.


Key Services
  • Personal Pensions

  • Pension Transfers / Switches

  • Stakeholder Pensions

  • Self Invested Personal Pensions

  • Retirement Planning

  • Annuity

  • Enhanced Annuity

  • Open Market Option

  • Drawdown

  • Third Way Pensions

  • Auto Enrolment / NEST

  • Group Pensions

Vouched For - UK Top Rated 2015