Call us on 01823 353970

Savings & Investments

Whatever your financial objective, make your money work hard for you.

Whether you plan to save monthly and/or invest a lump sum, take a look at our guides below to understand some of the options that maybe available…

A range of savings and investment options to suit your circumstances and objectives.

Children's university fees, a holiday of a lifetime, a nest egg, a new car, a deposit for your dream home, an emergency fund and making your money work hard for you are a few of the many reasons to save.

Whether you plan to save monthly and/or invest a lump sum, there are many products to choose from.

At Invest Southwest we will discuss your short, medium and long-term objectives to ensure our recommendations are tailored to your specific needs. With our tried and tested systems and processes we will help you find the best products from the best providers.


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

Call 01823 353970 to speak to an adviser


Make an enquiry

Why choose Invest Southwest for your Savings and Investments?

  • 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
  • Our initial consultation is FREE

Call 01823 353970 to find out more

"My wife, who was making the investment, is hearing impaired. You were clear and concise with the information you gave and were happy to repeat as often as required. We would definitely recommend you again "
Mr R, Clevedon

Independent Savings & Investment Advice

The Financial Conduct Authority does not regulate tax advice.

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