Contact By Post Contact By Phone 01934 310653 / 01173 701730

01934 310653

01173 701730

Email Linked In Blogger Google Plus Facebook Twitter
Slideshow Image Slideshow Image Slideshow Image Slideshow Image Slideshow Image Slideshow Image Slideshow Image
Facebook Twitter Linked In Blogger Google Plus

Listen to our advertisement

All Profiles

Meet The Team

Role:- Independent Financial Adviser. 

12 years experience as a Financial Adviser since leaving University. Matthew is a keen sportsman.

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.

Susan

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.

Adam

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.

Andy

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.

Stephen MAAT

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

Brian

Role:- P/T Administrator. After retiring from the foreign office Brian has added his qualities to the ISW team

Role: Chartered Accountant.

Charles ACCA

Role: Chartered Accountant.

Invest Southwest Independent Financial Advisers

At Invest Southwest Independent Financial Advisers we ensure our business is professional and accessible and offer the facility of meetings in our offices or at your home.

As highly qualified and fully Authorized Independent Financial Advisers (IFA) we have over 200 years combined experience. We research solutions from the entire market to provide you with quality professional financial advice.

All initial consultations are free and we aim for the highest service standards with the aim of building a solid relationship with our clients and offer "Financial Advice for Life". We work with all client types including the general public, Solicitors, Accountants, Businesses and individuals to meet all your needs.

So how do you choose the right Financial Adviser?

In line with many other professional services one of the best ways to find a good financial adviser is by personal recommendation. Invest Southwest has built up an excellent reputation in Weston super Mare, Taunton and Bristol. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

We believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. All our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online at the Financial Conduct Authority.

"We have offices in Weston-Super-mare, Bristol and Taunton and our friendly staff will happily take any enquiries you may have".

Invest Southwest is authorized and regulated by the Financial Conduct Authority (FCA). Our regulated company reference with the FCA is 469547. www.FCA.org.uk

Almondsbury IFA    Bath IFA    Independent Financial Adviser Bedminster    Bradley Stoke IFA    Bridgwater IFA    Bristol IFA    Burnham-on-Sea IFA    Clevedon IFA    Clifton IFA    Downend IFA    Easton in Gordano IFA    Frampton Cotterell IFA    Frome IFA    Keynsham IFA    Kingswood IFA    Locking IFA    Mangotsfield IFA    Nailsea IFA    Portishead IFA    Redland IFA    Taunton IFA    Weston-super-Mare IFA    Winscombe IFA    Winterbourne IFA    Worle IFA    Wrington IFA    Yate IFA    Yeovil IFA