Invest Southwest Ltd Reviews 

Brilliant expertise in financial markets & matters. Clear explanations of the monetary process involved from my recent sessions. With the interactions friendly exchanges of ideas.

We can highly recommend Seb from Invest Southwest. We found him to be extremely knowledgeable, trustworthy and efficient but very approachable and relaxed too.

Honest and helpful advice. Trustworthy and personable. Makes you have confidence that the company has your best interests at heart.

Owen in the team was very easy to work with and listened carefully to our requirements before kindly providing a number of tailored options. He demonstrated a clear understanding of wider market conditions and due to the slight complexity of our investments facilitates support from the wider back office team. Recommended.

My advisor was professional, down to earth and very approachable. I felt he put my best interests at heart and that I could completely trust his guidance.

Had a great experience recently, extremely knowledgeable and helpful advisor. Nothing was too much trouble and we were made to feel at ease making important financial decisions. Recommended.

The transfer of our investments was all very quick and easy for us and Adrian Rooney was as always very polite and helpful, many thanks to all at Invest Southwest.

No problems with good advice from Paul Gold - moved to a better provider so hopefully a rosier future

We are truly pleased and grateful with Invest Southwest Ltd guidance, and helping us become a homeowners!! This was our first time purchasing, and they made sure to make this process as simple, and smooth for us! They were always there to pick up a phone call, reply right away and answer any questions or concerns we had.
Matthew Duncan and his team are highly professional, and greatly experienced! They really care about everyone coming to them. Thank you so much, we are forever grateful!
Barbara and Mariusz

Matthew is very knowledgeable, friendly, explains things clearly and put us on the right path to improve our financial situation. He is also passionate about what he does. Nice office environment too.

Got my mortgage through Invest Southwest. They were very good at going through all of my options and offered expert advice, couldn't be happier with the outcome. I also arranged my protection as well, which was quite tricky but again they found protection to cover me and at a great price. Thank you.

Got advice and help last year with our mortgage renewal.
Mortgage adviser was very good, great communication and always keeping us up to date if mortgage rates had changed to get us the best deal before signing the forms.

Excellent service.

Invest Southwest did a fantastic job in helping us to find the best deal for our most recent re-mortgage, one of many they have arranged for us over the years. Their experience and knowledge of the market is second to none and so we have used them for a number of years to advise and manage our investments and pensions as well.