Invest Southwest

Independent Financial Advisers Wells

Our head office is located in Taunton and to ensure we deliver our aim of providing one dedicated local adviser for life, we have advisers based across the Southwest including Wells and the surrounding areas. Each adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

We provide the following forms of advice in your area:

  • Investment advice in Wells such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Wells including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Wells such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Wells including Remortgages and Equity Release
  • Personal Protection advice in Wells such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning in Wells including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice in Wells such as Home Reversion Plans and Specialist Advice
  • Business advice in Wells including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment

"From the first telephone call to Invest Southwest, they made me feel at ease, put all my financial papers in order and got me a great deal with no fuss". 

Mr K, Somerset