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Savings & Investments

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Children's university fees, holiday of a lifetime, a nest egg, emergencies, a new car, a deposit for your dream home 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.

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.

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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

Key products

  • Individual Savings Account (ISA)

    Anyone, who is an income tax payer and has some money to save or invest, should know about ISAs

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  • Lifetime Individual Savings Account (LISA)

    LISAs are designed to help people aged between 18 and 40 save up for their first home, or retirment.

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  • Junior Individual Savings Account (JISA)

    All UK resident children under the age of 18, who do not have a Child Trust Fund, are eligible for JISAs.

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  • Bed & ISA (Individual Savings Account)

    A bed and ISA is where an investment is sold and then bought back within an ISA.

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  • OEIC & Unit Trusts

    Unit Trusts and Open Ended Investment Companies (OEICs) are collective investment schemes.

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  • Investment Bond

    An investment bond is technically a single premium life assurance contract.

    Read more

The above is a selection of the more popular products. If you require a factsheet for a product not listed, you are welcome to ask.
Simply request a call back or make an enquiry using the facilities above right. 

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