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Why Seek Advice?

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No targets, no pressure, informed choice.

At Invest Southwest we do not set our advisers targets. As such, they are under no pressure to sell and in turn, nor are you to buy. Instead we discuss your short, medium and long-term objectives to ensure our recommendations are tailored to your specific needs.

Should you have needs to address, our aim is to provide you with an informed choice and with our tried and tested systems and processes. We will help you find the best products from the best providers.

The process

During and following a free, no obligation initial discussion, we assess your needs, consider your financial objectives and assess your attitude to any risks and rewards that may be involved.  We consider a number of factors including the cost of the services and products we recommend.

Advice suitability

In order for us to have a full understanding of your circumstances and aspirations, and so that we are able to act in your best interests, before making any recommendations we will carry out a suitability assessment . By doing so, we may establish you do not have any needs or concerns to address. If this is the case and the best advice is to do nothing, this is what we will recommend.

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I have known you for approximately 18 years and have found you most helpful in your recommendations and suggestions for simplifying my portfolio - Mr G, Exeter

key information

  • Why Buy Advice

    Paying for financial advice is a big step. It is normal to question yourself, as the results may not be apparent for years to come.

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  • Investment Philosophy

    Our investment philosophy is the overall set of principles and strategies that guide and steer our investment decisions.

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  • Privacy Notice

    We collect information about you when you engage us for financial planning, financial advice and Wills and Will related services.

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  • Complaints Procedure

    Invest Southwest takes great care to maintain high standards of service. If we are aware of client concerns, we aim to resolve the matter quickly.

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Invest Southwest is authorised and regulated by the Financial Conduct Authority, reference number 469547. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based within the UK. A copy of our complaints procedure is available upon request. For your protection complaints may be referred to the Online Dispute Resolution platform and/or Financial Ombudsman Service