Invest Southwest

Advice...For Life

12 Hammet Street, Taunton, Somerset, TA1 1RZ Directions

   Open today 09:00 - 17:00

Why Choose Us?

First Class Service
Professional Advice
Qualified Staff

Business overview

A multi-award winning, highly experienced team of Independent Financial Advisers.

Fully authorised and regulated by the Financial Conduct Authority, we offer a wide range of financial strategies and products to suit your personal, family and business needs. Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing: Advice...For Life.

Invest Southwest is a financial planning business focused on helping you understand and plan for your financial future. We offer a free, no obligation, initial discussion during which we will describe our services fully.

We provide an independent advice service. Unlike restricted advice (such firms choose to limit their range of products and/or providers), being independent means we consider a wide range of financial strategies and products, and constantly review the market to ensure our advice best meets your needs and objectives.


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Products & Services

Independent Financial Advisers

FCA Regulated

Financial Planning

Investments & Savings Advice

Retirement & Pension Planning

Annuity / Annuities

Inheritance Tax Planning

Mortgage Advice

Buy to Let Mortgages

Commercial Mortgages

Equity Release

Life Insurance & Income Protection

Long Term Care Fees Planning

Will, Executor, Probate, Advice

Financial Advisers

Income Protection Insurance


Life Insurance


Tax Planning



  • Financial Conduct Authority (469547)


Value for money, Invaluable advice.

I'm 62 and my wife 56. When we moved to Devon from London two and a half years ago in 2014, I felt sure that one or both of us would have to find paid employment to make ends meet. We had four historic muddled pensions between us, which we had each started with different firms over the years and the whole matter had become quite confusing. In an effort to make sense of it all I started to research annuities and draw down funds. It didn't take me long to realise that something as important as our joint futures required some very careful thought. After making some further research into advisors we decided to take the free initial consultation with Invest Southwest. We met Paul that day and we were very impressed with his manner, his ability to quickly understand our existing situation and his offer of practical, affordable solutions involving a course of action that we would never have reached on our own. We are now both very happily retired and confident of a carefully managed future.
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Pleasing return

My pension is my only investment. As I am in my 50s I place a great deal of trust in my adviser and Invest Southwest's methods. Over 5 years including the recent turbulent world events the investment has made 9.25% per year. When you consider a reasonable rate of return on deposit savings would have hardly been 2%, I am very pleased.
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