Contact By Post Contact By Phone 01934 310653 / 01173 701730

01934 310653

01173 701730

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Clevedon - Independent Financial Services

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Costs & Services

We recognise that it is important that you understand what they are paying for. Unlike many financial institutions, our advice is independent,comprehensive, bespoke and  personalised to your own circumstances.

When providing advice, our fees are clearly explained at outset and all initial meetings are at our cost. If you feel comfortable that we are the right advisers for you, we will agree on how to pay for our service.

At Invest Southwest Independent Financial Advisers we offer the facility to pay either by:-

  • An hourly fee
  • A fixed fee
  • A fee's offset by commission.
  • A percentage of the investment
  • An ongoing fee
  • A retainer.
  • Commision paid from the provider.

You also accept the following methods to pay fees:-

  • Standing Order
  • Direct Debit
  • Bank Transfer
  • Cheque
Reviews and Ratings for Financial adviser Matthew Duncan, Derby