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Invest Southwest Independent Financial Advisers Testimonials

Below is a sample of some of our client reviews.  If you would like to see further reviews, please click on these links: Google,TrustPilot and Vouchedfor.

"Matthew is very knowledgeable, friendly, explains things clearly and put us on the right path to improve our financial situation. He is also passionate about what he does. Nice office environment too. "

Mr T, Weston super Mare

"Brilliant expertise in financial markets & matters.  Clear explanations of the monetary process involved from my recent sessions.  With the interactions friendly exchanges of ideas. "

Mr D, Taunton

"I received great advice on mortgage offers and consideration of future planning was discussed and thought through. This generated a good outcome considering the challenging environment at present. "

Miss M, Taunton

"Amazing service would recommend to family and friends. "

Mrs M, Petersfield

"Our initial impressions are excellent, have been guided through the processes excellently by Owen and has been great at keeping us involved at every step. First impressions are off to a great and positive start. "

Mr D, Taunton

"No pressure, just great advice! Whenever you require expert help, be it a car mechanic, repair man or financial advisor, you ultimately want someone who will be honest, open and do what's best for you, not what's best for them. That's exactly how I would describe the service provided by Matt. At a convenient time and location for you, he will talk to you, at a level you understand, and provide you with options highlighting the pro's and con's of each. At no point do you feel pressured into anything, nor does it feel like a sales pitch. Matt is someone who I often recomend to friends and family and know from their feedback they have greatly appreciated and benefited from the advice provided to them by Matt. "

Mr H, Weston-super-Mare

"As always Matthew provided us with an extremely professional service and helped us to choose the mortgage product that exactly suited our needs. We would thoroughly recommend Matthew to anyone, as his vast wealth of experience is readily tailored to anybody, regardless of the financial questions/services they need. You never feel under pressure or subject to 'hard sell' techniques, as Matthew puts his client needs first. Thanks again! "

Mr & Mrs P, Cambridgeshire

"Fantastic service, espcially from Benson. Highly recommend. "

Mr B, Illminster

"As someone who has no clue about pensions I feel I now have a greater understanding about my personal pension and what I am looking to achieve. "

Mr Q, London

"As a first time buyer you made the process of purchasing my new home so easy. Thank you for all your help. "

Mr R, Bristol

"Thank you for helping me change my endowment mortgage, protect my children's school fees and restructure our investments. Truly holistic Independent Financial Advice of the highest quality... "

Mrs S, Almondsbury

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