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  • 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...

  • Long Term Care Advice Weston-super-Mare

    What are my options in regards to long term care fees advice Weston super Mare? "As Independent Financial Advisers qualified to offer long term care advice we can give the required information and advice to be tax efficient and choose a suitable vehicle for your care needs". We all get...

  • Invest Southwest Independent Financial Advisers

    At Invest Southwest we believe in "Advice... for life" and therefore building relationships to understand you and your financial goals is important to us. We will assign you a dedicated, fully qualified and highly experienced Independent Financial Adviser who will fully discuss your needs...

  • 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 8EE ...