Contact By Post Contact By Phone 01934 310653 / 01173 701730

01934 310653

01173 701730

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Independent Financial Advisers / IFA in Weston super Mare

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

Facts about Weston Super Mare.

Weston-super-Mare is still a popular tourist destination,with attractions such as the long sandy beach, the Helicopter Museum,Weston-super-Mare Museum, the Grand Pier, the Sea Aquarium aquarium and the seasonal Wheel of Weston.

In 2009 a survey by Visit England placed the pier at Weston amongst the top ten free attractions in the country. On the Beach Lawns is a miniature railway operated by steam and diesel locomotives, and a putting green.The Paddle Steamer Waverley and MV Balmoral offer day trips from KnightstoneIsl and to various destinations along the Bristol Channel and Severn estuary.

'International HeliDays', in association with the Helicopter Museum, are staged at the beach lawns over a long weekend around the end of July, when up to 75 helicopters from Europe fly in for a static display. There are frequent Helicopter Air Experience flights from the Museum heliport. There is also an annual display by the Red Arrows.

In July 2011, North Somerset Council gave planning approval to the £50 million Leisure Dome, a 210-metre (690 ft) indoor ski slope to be built on the site of RAF Locking. The site, which is due to open early in 2013,is planned to include a 40-metre (130 ft) climbing wall, a vertical wind tunnel for indoor skydiving, indoor surfing, a BMX track, a health and fitness club,and a number of shops and restaurants. The ski slope will be the longest in the United Kingdom.

For more information on the types of Financial Advice available from our independent financial advisors in Weston Super Mare click on the links below:



Reviews and Ratings for Financial adviser Matthew Duncan, Derby