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01173 701730

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Meet the Team

Role:- Independent Financial Adviser. 

15 years experience as a Financial Adviser since leaving University. Matthew is a keen sportsman.

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.



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.

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.



Role: Senior Administrator.

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

Adam

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



Role: Office Manager & Compliance.

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

Andy

Role: Office Manager & Compliance. Based in the Taunton office Andy ensures the business runs smoothly and compliantly.



Role: Accountant.

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

Stephen MAAT

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



Role:- P/T Administrator. After retiring from the foreign office Brian has added his qualities to the ISW team

Brian

Role:- P/T Administrator. After retiring from the foreign office Brian has added his qualities to the ISW team



Role: Chartered Accountant.

Charles ACCA

Role: Chartered Accountant.



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