Invest Southwest Ltd Reviews 

Martin Lane goes the extra mile to make sure that controlling our Financial portfolio is well secure and managed. He makes himself available when ever questions or situations arise regarding pensions or our savings.

Richard seemed very knowledgeable, friendly and explained things in a way we understood. His communication was brilliant keeping us up-to-date whilst wating for all the information to be collated.

Martin is a first class advisor. We have been able to ask him loads of questions and he has always been helpful and right!! We have felt confident that Martin has researched our needs and responded in our best interests on all occasions. I have recommended him to as many of my friends as possible.

Very useful and wide-ranging discussion, leading to clear advice which was then quickly put into effect.

Trusted advice and efficient, no delays with things that matter.

Great communication, always responded to any queries or questions, Amie did a great job in getting me a great quote on annuities. Kept me updated all the way through the process.

I have never used a financial advisor before and was a little concerned about what to expect but we met a lovely friendly young lady who explained everything simply so we could understand everything and then delivered recommendations which we wished we had done years ago now. Our visit has left us feeling like we have a guardian angel looking out for us. Thank you

Richard Clarke is always ready to assist, no matter what questions I had for him. He is very pleasant and approachable, and informative. I would recommend him to others in a heart beat.

Good advice from an approachable and knowledgeable expert.

I always feel listened to, advice & explanations are always very clear and relevant to my own personal circumstances

Chris has been my IFA at Invest Southwest for many years, he is always friendly and helpful and his advice has always been good and allowed my investments to prosper. Invest Southwest take care to ensure that the investments that you make are tailored to the level of risk you wish to take.

Had an excellent experience with Invest Southwest. The service was professional, efficient, and tailored to my needs. Special thanks to Matt for his expertise and support. Highly recommended!

Organised and arranged for my mortgage to go smoothly and quickly - even with unforeseen last minute changing of the goal posts.

They also reacted instantly, answering questions for solicitors in purchase of my new home, whilst totally handling the mortgage element.

I found invest Southwest through bias and I met Paul gold who was very plain talking and thorough. We talked through my options and I came out trusting what he was telling me. They are now handling my financial needs. Top class advice.

We have been using this company for our will and will storage for a very long time and all we seem to get is the best service anyone can give. i would recommend them to anyone looking for their services, Linda is our savior when it comes to the wills.

Matt Duncan has guided us through 2 mortgage applications/reviews. In all our dealings Matt has been kind, caring and professional, always giving us realistic and sound advice. Nothing is too much trouble, no question is considered irrelevant or disregarded, and Matt has made the process as easy as possible. He has a genuine desire to help make the right decisions, not only for the present but for our future,too. This review is slightly overdue but nonetheless written with gratitude and in continued recommendation of his service.

Quick, friendly, and reliable service to help get the best mortgage deal for our new home.

Went through Invest Southwest to arrange my mortgage. Matt was fantastic and explained everything clearly. I would recommend this company.

Paul was friendly, approachable and explained everything so we understood. He answered our questions fully and we felt no question was too silly to ask. We now have a better understanding of our situation.

Great service, really helpful, with information given in basic terms too which makes it easy to understand and to make better decisions!