Who are we? Invest Southwest, Independent Financial Advisers was founded in 2007 and is regulated by the Financial Conduct Authority (FCA 469547). Our Advisers are scattered throughout the Southwest region and are supported by a team based in our Head office in Taunton and our Weston-super-Mare office. Our advisers are highly experienced and subscribe to the FCA code of conduct. They are fully qualified to give financial advice and hold statements of professional standing as evidence they meet the standards set by the regulator. We offer the best solutions from the entire market to suit your personal, family, and business needs. Building a relationship by getting to know you is key to helping achieve your goals. Therefore, we are committed to assigning you a dedicated adviser with a view to providing Advice…For Life Why choose Invest Southwest? Invest Southwest is a financial planning business focused on helping you understand and plan for your financial future, be that immediate or longer term. We provide an independent advice service, which enables us to consider a wide range of financial strategies and products. We constantly review the market to ensure our advice best meets your needs and objectives. We may establish you do not have any needs or concerns to address and if the best advice is to do nothing, this is what we will recommend. Our Services include: • Investment & Pensions Advice • Gifts & Trusts • Estate planning • Inheritance tax planning • Long-term care • Protection cover • Mortgage & Equity Release advice • Wills & Probate - Visit our sister company Will Management Services Read our reviews at www.reviews.co.uk/company-reviews/store/investsouthwest-co-uk Email: info@investsouthwest.co.uk