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01934 310653

01173 701730

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Independent Financial Adviser Portishead

Independent Financial Advisers / IFA in Portishead

Invest Southwest have independent financial advisers based in Portishead and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Portishead. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Portishead such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Portishead including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Portishead such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Portishead including Remortgages and Equity Release
  • Personal Protection advice in Portishead such as Life Cover, Income Protection and Critical Illness

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01934 310653 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Portishead.

Facts about Portishead

The Bristol-based trip hop group Portishead took their name from the town, despite describing it as their"dreary home-town". Chaos UK is a punk band that was formed in Portishead in 1979. The town was also the birthplace of Scrumpy and Western star Adge Cutler.

There are various groups and societies in the town, including the Gordano society that is involved in history, conservation, environment, planning and wildlife issues, a horticultural society,[ and the Portishead Railway Group that is campaigning for the Portishead to Bristol railway line to be re-opened. There are also church and youth organisations such as the Portishead Youth Club, a choral society, which was formed in 1955, and an annual carnival.

A public art programme started in 1999 from the marina development, as part of a planning agreement between the developers (Crest Nicholson and Persimmon Homes) and North Somerset Council. An art trail takes in 28 public art works around the marina and Ashlands development.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby