Invest Southwest

News & Reviews

Burrenbridge Hotel wins with ease

A crowd of more than 4000 watched Burrenbridge Hotel win by a big margin in the Invest Southwest Handicap Chase. The atmosphere at Taunton Racecourse was electric.

Andy Ward, General Manager of Invest Southwest remarked 'this is only the second time I have ever attended a race meeting, this time bringing along my wife Vanessa and youngest son Louie and I can firmly say it is a wonderful family day out.

Ilminster named runners-up

Bowls legend Tony Allcock has congratulated Ilminster Bowling Club after being named runners-up in the Club of the Year competition by Bowls England.

A spokesman for the club said everyone was delighted with the news, especially as it was the first time Ilminster had entered.



Brewhouse Anniversary Raffle Winner

Congratulations to Christine, the £100 cash prize winner donated by Invest Southwest. 

As pedged, we have also donated a matching amount to the charity of Christine's choice, namely Arthritis Research UK.

Arthritis Research UK carries out a wide variety of research from basic laboratory research through to clinical trials, taking place under the themes of prevent, transform and cure. To read more, click here.



The Invest Southwest Handicap Hurdle

A big thank you to Bob, Martin and all the team at Taunton Racecourse.

It was fantastic to be there to celebrate our first ever named race.

No doubt the first of many.


Tobacco Road romps home

Ridden by Tom Scudamore and trained by David Pipe, Tobacco Road romped home in the Invest Southwest Handicap Hurdle.

If you have never been to the races you should as it is a thrilling day out.


Last concert of the season

It was wonderful to see St John's Church packed again, as we all very much enjoyed the young, talented musicians from Wellington School. Sadly, my talents as a photographer didn't match those of the students, so please forgive me for the poor picture quality!

This was the last of this year's programme, which has been a resounding success as a showcase for local musicians and bringing much needed funds, not just to the Church but to a number of charities too, such as BRACE, this month's chosen charity.

As sponsors, we feel very privileged to have had the opportunity to play our small part. On behalf of the audience, may we offer a big thank you to Mary and Liz for their sterling efforts, providing us with high quality entertainment throughout the year. We wish the Church every success throughout the busy festive period (for more information click here) and look forward in particular, to Carols at Lunchtime, Friday 8th December.  

Another quality concert

A delighted audience nearly 100 strong thoroughly enjoyed the latest Music at Lunchtime event at St John's Church, Taunton. Students from Queens College performed 'A Musical Feast' and the title wasn't wrong!

Proceeds of the event were shared with Stand Against Voilence, who's representative Paula Sudbury (pictured far left) made a very passionate speech. Orgainser Mary Elliott said 'We were again grateful to Invest Southwest's support and were very pleased with the great turnout of our concert lovers'.

The last of this year's concerts takes place 10th November, with Wellington School students performing A Young Musicians Showcase. It is free entry and shouldn't be missed. 

Wick currently lying 4th

Wick 1st team, seen here looking very smart in their new shirts, are currently lying 4th in the league table after 8 games. We wish them very well for the season.

Taunton Titans off to a flyer

We are very pleased to announce our continued support of Taunton Rugby Football Club.

Our General Manager Andy Ward is seen here holding the new shirt.

The Titans have got the new season off to a great start and are unbeaten in the league.

We wish them every success.




Taunton Saturday League

The football season is well and truly underway and Invest Southwest has wasted no time by adding the Taunton Saturday League to its growing list of local sponorships. Looking at these scores (0-6, 8-1, 1-5, 1-2, 3-3 and 4-2), if you are wondering what to do on a Saturday afternoon, go support one of your local clubs as there is clearly plenty of entertainment on offer.

West Monton CC tournament

Pictured left to right are Ryan Cleverly, Fred Ash, Adam Armstrong-Butler, Jason Harris and Phil Marshall-Osborne, winners of the West Monkton 6-a-Side Community Festival Softball Tournament. Despite the weather, staff members Ryan, Adam and Phil had a great day, winning all 4 games to be crowned the champions.

Organ Recital at St John's Music at Lunchtime

The latest in the series of lunctime concerts saw Miles Quick deliver a wonderful arrangement of master composers including Bach, Franck and Mendelssohn.

Miles (centre left) is seen here with paraplanner Naomi Baker (centre right).

Due to the organ at St John's undergoing repairs, the concert took place at St Mary's. 

Invest Southwest was very pleased to announce its ongoing support of the Church by donating the final amount needed to pay for the repairs.  

New shirts on show at Wick FC

Well done to our adviser Mark Tarbard for sponsoring his local football club Wick FC.

There is no doubt our logo looks loud and proud against the striking yellow shirt.

We continue to do our best to support local clubs and charities and hope to announce more sponsorship news in the very near future.


International players at Ilminster

To celebrate the opening of the new clubhouse extension, seen here are (left), Robert Paxton a current England international, World Championship Gold Medal Winner and England Indoor Singles Champion and (right), Louis Ridout, also an England international, an England National Pairs Winner and British Isles National Pairs Champion.

Robert will be playing bowls from Ilminster indoors next year.

Very sad news

We have been informed that our good friend Giles Betts has passed away.

Barely a year has passed since Giles decided to leave not just Invest Southwest, but the finance industry completely, to search for pastures new.

We are devastated with the news and our thoughts are with his loved ones. 


St John's Music at Lunchtime

A packed St John's Church was treated to a musical feast by four wonderfully talented, young local singers. 

The programme ranged from 17 year old Gregory Steward's Amarilli mia bella, to folk songs sung by 14 year old Amelie Ceridwen Lloydd and resoundly finished off with a musical theatre extavaganza from Louisa Everett and 18 year old Imi Sanders-Dutton.

Invest Southwest General Manger Andy Ward said 'I can't believe it. Only yesterday I was watching my daughter Amie collect a first class honours degree for Musical Theatre from the Guildford School of Acting and here I am today watching these wonderful young people, perhaps embarking on the same journey.

Well done to St John's ( for another fine concert, to the accompanists Katy Davies and Mark Shelvey, Taunton Festival of the Arts ( and of course the singers'.  

Grammy winner at the Brewhouse

As part of the Brewhouse Theatre's 40th Anniversary Celebrations, Grammy-winning composer Eric Whitacre conducted the BBC Singers in the magnificent setting of St Mary Magdelene's Church. The performance was recorded for BBC Radio 3 In the progamme notes Vanessa Lefrancois, Chief Executive of the Brewhouse commented 'this concert marks our first major event beyond the walls of the Brewhouse and would not be possible without generous support from our main sponsor, Invest Southwest'.

The magnificent seven

Ilminster Bowls club have two reasons to celebrate. Firstly, the club proudly hosted the Somerset U25 team and secondly, the County team included no less than 7 of their playing members.

Club member Matt Hamilton kindly sent this photograph to our South Somerset adviser Richard Clarke saying 'we are sending this photo to the paper so we hope we can get publicity for you as a great sponsor of the club and the support you have given us every year'.

Clearly the magnificent 7 are proof that the sponsorship money is being put to very good use! If you wish to find out more about the club visit

Trull Players win 5 awards

The Trull Players enjoyed a very successful evening at the annual Somerset Fellowship of Drama 'Cinderella' Awards, held at Haynes Motor Museum.

Their performance of the Snow Queen won 14 nominations and the Players were very proud to collect 5 awards. Jennie Rusinek's performance won the Best Villain award and Rosie Jones picked up Star of the Future and Junior Principal Girl. Sam Allen was awarded Best Director and the group won the Spotlight Trophy for the best village pantomime.

Jennifer McLean commented 'we really appreciate the support Invest Southwest give to us'. If you are interested in joining the Players on stage or behind the scenes visit

Live screening of the Royal Opera House in Taunton

In addition to being the main sponsors of the Brewhouse, we are also sponsors of the live screening of opera and ballet, offering local access to wonderful performances that would otherwise be difficult and expensive to attend. The latest screening was Verdi's Otello at the Royal Opera House, featuring the debut of the highly acclaimed Jonas Kaufmann.

Andy Ward, General Manager of Invest Southwest said 'to be honest, having never been to an opera performance, I was a little unsure of what to expect, but I am pleased to say I was totally captivated and 3 hours passed by in a flash. Not only did it feel like I was actually at the Opera House, to me, one of the added benefits of the live screening was that I was able to see every facial expression. Further, bearing in mind I am a complete novice, the subtitles on screen helped me follow and understand the performance. I think that it was this that made the show even more captivating'.

For further listings visit


Infinity Pool at the Brewhouse

Our Will Writer Jo Browne, seen here with her husband Jeremy, attended the Infinity Pool performance by Bea Roberts at the Brewhouse.

Jo said 'all I can say is that we both thought it was absolutely brilliant, we were captivated the whole way through. It's been a long time since we've been to see live theatre and what a great reintroduction!'.

As main sponsors of the Brewhouse, we are really pleased they staged an excellent show and that Jo and Jeremy were there to appreciate it.




We couldn't be more proud!

Not only do we proudly sponsor Old Bristolians Westbury CC, the winners of the U13 National Club County final, we are equally proud sponsors of the runners up Taunton Deane CC. The boys from OBWCC are seen here with the trophy. Very well done to both clubs for clearly having an excellent youth policy and encouraging youngsters to take up cricket.

Music at Lunchtime, St. Johns Taunton

James Rippingale (, entertained a packed St. Johns Church ( with pieces by J.S. Bach, I. Albeniz, F. Tarrega and his own compositions. We are proud sponsors of the programme, which is a series of seven concerts taking place on the 2nd Friday of each month May to November.

Our Taunton/Wellington based adviser Paul Booker is seen here with James (seated), the Mayor Cllr Hazel Prior-Sankey, Rev Jane Eastell and the wonderful event organizers Mary and Liz. Please forgive the fuzzy picture!


Taunton Town FC awards evening

As sponsors of the Peacocks, we thoroughly enjoyed the awards dinner held at the County Ground and were very warmly received. Our Taunton based adviser Dave Donohoe, himself a Director of Bishops Lydeard FC, is seen here proudly presenting the Goal of the Season award to Ed Palmer.

Here's to another fantastic season in 2017/18.


Margaret Young has retired

Margaret worked for our subsidiary company Will Management Services since its inception in 2008. She is seen here at our annual Christmas party with Linda Fisher who presented Margaret with a string of pearls and a magnificent orchid. This took place at a drinks reception in our Hammet Street offices which was followed by dinner at Augustas Restaurant where Margaret said farewell to all her colleagues prior to commencing her well-earned retirement.

Margaret said:“When I accepted the initial task with Will Management Services it was to populate a new data base and I thought to myself, well, I will give it three months and see whether this is for me......eight years have now passed – in a flash – but now it is time for me to retire. I am delighted to see how successful we have become and I am proud to have played a part. It has been a pleasure working with a wonderful team and I leave knowing that all bodes well for the future”.

Margaret concluded by thanking both David Penny and Linda Fisher for their guidance, support, generosity and kindness. She will be sadly missed.


Our association with FA Cup heros Taunton Town FC continues to grow

Dave Penny (centre) Managing Director of Invest Southwest is pictured proudly holding the Peacocks new away shirt with Andy Power (club secretary) on the left and Brian Pollard (vice chairman and faciliites director) on the right.

We are pleased to announce our support of Wick Football Club

In conjunction with our adviser Mark Tarbard, we are very pleased to be sponsoring another local sports club Wick FC.

The football club runs four senior teams, three play on Saturday's and one on a Sunday. Playing their home games at Wick Sports Ground, Oldbury Lane, Wick FC has full changing facilities, a five-a-side pitch (if you are interested in hiring the pitch, please e-mail, a floodlit grass training area, clubhouse/bar and two senior football pitches.

The 1st team play their football in the senior division of the Bristol Premier Combination League, the Reserves in the Bristol and District senior division, the A Team in division four and the new Vets team play in the Bristol Casuals League. All players train on Thursday nights at Oldbury Lane starting at 7:00pm.

We are very happy to sponsor Ilminster Bowling Club

Ilminster Bowling Club is situated in the old Somerset market town of Ilminster. It is a friendly club where you will receive a warm welcome and enjoy a range of excellent facilities. Regular events include entertainment evenings and a quiz night takes place every Sunday. In addition, there are many other events held throughout the year. The range of excellent facilities include an indoor bowling rink, outdoor bowling lawn, floodlit tennis courts, full size snooker table and table tennis room.

For more information visit the website at

In conjunction with our adviser Richard Clarke, we are proud sponsors of Merriott Bowls Club

Established in 1934, Merriott Bowls Club has a mixed team of men and lady bowlers playing matches in the Wessex Mixed Friendly League. They also play friendly matches against other clubs from Bridgwater to Charmouth.

The green is open from mid April through to mid September with a very busy programme of events. For more information visit the website at


Invest Southwest has added Taunton Rugby Football Club to its growing list of sponsorship associations.

Invest Southwest are very proud to be sponsors of Taunton Rugby Football Club, home of the National League team Taunton Titans.

The club has a strong presence, not just in the form of the first team but also in all levels of Rugby: seniors, juniors, minis and ladies.

Founded in 1875 and playing their home matches at Hyde Park near Taunton, they have been named 'BBC West Team of the Year' and indeed remained unbeaten in the 2008-9 season.

Finishing 5th in the 2015-16 season, the club is in fine health and Invest Southwest are delighted to be able to support them.

We are very proud to sponsor the Old Bristolians Westbury Cricket Club and Vivary Park Golf Club.

We are pleased to announce that we are excited to be continuing our association with Vivary Park Golf Club and are very much looking forward to the Pro Am in August.

The golf course is challenging for players of all abilities. At 4,580 yards, the par 65, parkland golf course tests every aspect of your game. With fantastic greens, numerous bunkers, water hazards and tight out-of-bounds areas, it rewards control and accuracy.

Located in the heart of Taunton, the course is very easy to access, with affordable membership and pay & play options.

As the new main sponsors of the Old Bristolians Westbury Cricket Club, we wish the club every success for the new season.

The Club was formed in 1996 as a result of the merger of Old Bristolians Cricket Club and Westbury-on-Trym Cricket Club. These two prominent Bristol cricket clubs have their roots in the nineteenth century.

OBWCC is one of the best-equipped clubs in the South West of England, with facilities to match the highest standards. The spacious level grounds accommodate two pitches, both of which have grass wickets. Each pitch has mobile wicket covers, sight-screens and a scorebox.

If you wish to find out more about the club you are welcome to visit the website at







Dave Penny wins Financial Adviser of the Year


We are immensely proud of our Managing Director, Dave Penny.

Not only did he win the top award at the Unbiased Media Awards 2016, Dave was also commended as a Value of Advice Ambassador. Read more by clicking here.



Advice for Life......we really do mean it!


Taunton Deane Cricket Club

We are proud to be a sponsor of Taunton Dean Cricket Club.


Vouched For 4.9 out of 5
Spring Statement 2018 - Invest Southwest

Money Newsletter Winter 2018

Money Newsletter Winter 2018

Money Newsletter Winter 2018

Vouched For - UK Top Rated 2015