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Savings & Investments

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 hundreds of 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 and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

As we are truly Independent Financial Advisers, you will receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the entire market. 

Introduction to ISAs

Introduction to ISAs

Watch this video to find out more about the types of ISA and the benefits you can enjoy.

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Compound Interest

Compound Interest

Watch this video to find out more about compound interest and how it affects your total investment.

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"I have been a client for over 6 years and during this time you know and understand my needs and those of my family. As circumstances have changed, you have been there to give the right advice. I have recommended you to my friends and would have no hesitation in doing so again in the future." Jon, Somerset

To read more customer reviews click here.

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.


Key Services
  • Lump Sum Investments

  • Investing for Growth

  • Investing for Income

  • Unit Trusts

  • OEICs

  • ISA

  • Junior ISA

  • Investment Bonds

  • Retail Savings Accounts

  • National Savings

  • Guaranteed Products

  • Regular Savings

Vouched For - UK Top Rated 2015