Contact By Post Contact By Phone 01934 310653 / 01173 701730

01934 310653

01173 701730

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Independent Financial Adviser Taunton

Independent Financial Advisers / IFA in Taunton

Invest Southwest have independent financial advisers based in Taunton 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 Taunton. 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 Taunton such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Taunton including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Taunton such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Taunton including Remortgages and Equity Release
  • Personal Protection advice in Taunton 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 Taunton.

Facts About Taunton

The Brewhouse Theatre is the largest theatre and arts centre in Taunton, offering drama, dance, comedy,music, workshops, exhibitions and poetry by both local and national touring artists such as actor Simon Callow and clarinetist Emma Johnson in Spring 2012. The Tacchi-Morris Arts Centre also operates as a theatre and is based at Heathfield Community School.

Taunton is home to many choirs and orchestras who mainly perform in the many churches in the town, or in the theatres and chapels of the various Taunton schools. Many of the local musical and drama groups are members of the Taunton Association of Performing Arts(TAPA) which produces a diary and anti-clash calendar of performances in and around the town.

Occasionally, larger-scale events are held at County Ground, Taunton, such as Elton John in 2006 who will return to the same venue in 2012.

Reviews and Ratings for Financial adviser Matthew Duncan, Derby