Call us on 01934 310653 / 01173 701730

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At Invest Southwest we believe in "advice for life" and therefore building relationships is important to us.

At the initial appointment we will fully discuss your needs and requirements. We are fully qualified Independent Financial Adviser and therefore we can research the whole market to find the most suitable product/provider for you. Appointments will be with a professional and highly experienced adviser and you initial consultation will be at no cost to you.

We have offices in Taunton, Weston-super-Mare and Bristol.

We also offer a home visit service covering the following areas:

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

Plus more across the South West!

We also deal with Higher Net-worth Clients in London.

Contact us for a FREE initial consultation

Meet The Team

  • Matthew Duncan BSc, CeFA, CeMAP, DipFA, MIFS, CeLTCI

    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.

  • Susan

    Susan

    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.

  • Adam

    Adam

    Role: Senior Administrator.

    Based in the Taunton office Adam has worked with Invest Southwest from 8 years after joining from another IFA firm.

  • Andy

    Andy

    Role: Office Manager & Compliance.

    Based in the Taunton office Andy ensures the business runs smoothly and compliantly.

  • Stephen MAAT

    Stephen MAAT

    Role: Accountant.

    Stephen has 12 years experience as an accountant. He is a keen Rugby player.
     

  • Brian

    Brian

    Role:- P/T Administrator.

    After retiring from the foreign office Brian has added his qualities to the ISW team.

  • Charles ACCA

    Charles ACCA

    Role: Chartered Accountant.