Results For:

• News

  News Listing ...

• Testimonials

  Invest Southwest Independent Financial Advisers Testimonials To further authentification of our reviews please see our Google reviews & QYPE. Testimonials View more reviews on Google Visit Matthew Duncan on Qype ...

• Business Protection and Advice

  As Independent Financial advisers we can offer local business protection advice and general business advice to ensure your business continues to trade in the good and bad times.  Building up a business is not easy and whilst dealing with the day to day running of a business it is easy to...

• Financial Services

  Products & Services As a team of Independent Financial Advisers we have the expertise to cover all the common areas of finance. Beyond simple advice we hold specialicist qualifications in the following areas: Equity Release Long Term Care planning. Will Writing Automatic...

• Savings Advice

  What are my savings options? There are various options to you in regards to saving whether you are looking to save monthly or invest a lump sum.There are also many different types of savings & Investment products available to consumers from Retails Savings, ISA and National Savings to...

• Inheritance Tax Planning

  Why is Inheritance Tax (IHT) Planning important? Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximize Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold. The threshold is...

• Investment Advice

  What are Investments? A Financial Investment is the commitment of money or capital to purchase financial instruments or other assets in order to gain profitable returns in the form of interest, income or appreciation of the value of the instrument. There are many different types of Investments and...

• Protection Advice

  Why is protection important? "We can offer Independent Protection advice from the whole market to ensure you have the right products for your needs". Protection or Insurance has many different names and acronyms in the financial world which can be very confusing. An example of some of...

• Costs & Services

  We recognise that it is important that you understand what they are paying for. Unlike many financial institutions, our advice is independent,comprehensive, bespoke and  personalised to your own circumstances. When providing advice, our fees are clearly explained at outset and all initial...

• Contact & Find Us

  Invest Southwest Independent Financial Advisers Weston-super-Mare Office The Hive 6 Beaufighter Road Weston-super-Mare North Somerset BS24 6EE ...