Meet The Team
Matthew Duncan BSc, CeFA, CeMAP, DipFA, MIFS, CeLTCI
Role:- Independent Financial Adviser.
15 years experience as a Financial Adviser since leaving University. Matthew is a keen sportsman.
Role: Head Administrator.
Susan has worked for Invest Southwest for 8 years as an administrator. She is currently studying CeMAP to become a mortgage adviser.
Role: Senior Administrator.
Based in the Taunton office Adam has worked with Invest Southwest from 8 years after joining from another IFA firm.
Role: Office Manager & Compliance.
Based in the Taunton office Andy ensures the business runs smoothly and compliantly.
Stephen has 12 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.