Meet The Team
Matthew Duncan BSc, CeFA, CeMAP, DipFA, MIFS, CeLTCI
Role:- Independent Financial Adviser. 12 years experience as a Financial Adviser since leaving University. Matthew is a keen sportsman.
Role: Administrator. Susan has worked for Invest Southwest for 3 years as an administrator and is currently studying AAT.
Role: Senior Administrator. Based in the Taunton office Adam has worked with Invest Southwest from 3 years after joining from another IFA firm.
Role: Office Manager & Compliance. Based in the Taunton office Andy ensures the business runs smoothly and compliantly.
Role: Accountant. Stephen has 8 years experience as an accountant. He is a keen Rugby player.
Role:- P/T Administrator. After retiring from the foreign office Brian has added his qualities to the ISW team
Role: Chartered Accountant.