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01934 310653

01173 701730

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Independent Financial Advisers Yeovil

Independent Financial Advisers / IFA in Yeovil

Invest Southwest have independent financial advisers based in Yeovil 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 Yeovil. 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 Yeovil such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Yeovil including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Yeovil such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Yeovil including Remortgages and Equity Release
  • Personal Protection advice in Yeovil such as Life Cover, Income Protection and Critical Illness
  • Estate & IHT Planning in Yeovil including Asset Protection, Gifts, Trusts, Wills and Probate
  • Long Term Care advice in Yeovil such as Home Reversion Plans and Specialist Advice
  • Business advice in Yeovil including Commercial Finance, Key Person Cover, Group Pensions and Auto-Enrolment

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 Yeovil.

Facts about Yeovil

Yeovil is a town and civil parish in south Somerset, England The town lies within the local district of South Somerset and the Yeovil parliamentary constituency, situated at the southern boundary of Somerset, 130 miles (210 km) from London, 40 miles (64 km) south of Bristol and 30 miles (48 km) from Taunton.

 It has palaeolithic remains, was on an old Roman road and was recorded in the Domesday Book as the town of Givle, and later became a centre for the glove making industry. During the Middle Ages the population of the town suffered from the Black Death and several serious fires.In the 20th century it developed into a centre of the aircraft and defence industries, which made it a target for bombing in the Second World War, with one of the largest employers being Agusta Westland who manufacture helicopters.Several other manufacturing and retail companies also have bases in the town.In the 21st century Yeovil became the first town in Britain to institute a system of biometric fingerprint scanning in nightclubs and the first English council to ban the children's craze Heelys. Plans have been proposed for various regeneration projects in the town.

Yeovil Country Park, which includes Nine springs, is one of several open spaces in the town. There are a range of educational, cultural and sporting facilities. Religious sites include the 14th-century Church of St John the Baptist. It is on the A30 and A37 roads and has two railway stations on two separate railway lines. Yeovil Pen Mill is on the Bristol to Weymouth line served by First Great Western train operating company services, whilst Yeovil Junction is on the London Waterloo to Exeter line served by South West Trains. There is also a small railway museum..

Reviews and Ratings for Financial adviser Matthew Duncan, Derby