Business Details
19 Years
experience
Independent Financial Advisers in Taunton
Invest Southwest is a multi-award-winning financial advisory firm established in 2007, operating from Taunton, Somerset. Our team of fully qualified independent financial advisers holds Statements of Professional Standing, demonstrating our commitment to regulatory standards. We provide comprehensive financial strategies tailored to personal, family, and business needs, with a focus on lifelong client relationships. Our services include pensions, mortgages, investments, and protection planning, supported by our sister company Will Management Services. As an FCA-authorised firm, we offer independent advice considering a wide range of products from multiple providers.Our approach begins with a free, no-obligation initial consultation to understand client objectives. We maintain strong industry qualifications, with staff achieving or working towards recognised certifications. Client testimonials highlight our professionalism, clear communication, and successful outcomes in complex financial scenarios. Our regional focus across the South West is complemented by national regulatory compliance and industry recognition.
Services
Financial Planning
Mortgage Advice
Pension Planning
Investment Management
Protection Insurance
Details
- Year established: 2007
Highlights and features
- Free initial consultation with no time limits
- Access to a wide range of financial products from multiple providers
- Fully qualified advisers with Statements of Professional Standing
- Award-winning team with decades of combined experience
- Personalised service with dedicated lifelong financial advisers
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Clear communication
Successful outcomes
Patient guidance
Long-term partnership
Services
Financial Planning
Our financial planning service creates tailored strategies for your financial future. We assess your current situation, goals, and risk tolerance to develop comprehensive plans covering investments, pensions, and tax-efficient solutions. With ongoing reviews and adjustments, we help you navigate life's changes while maintaining focus on your long-term objectives. Our independent status ensures unbiased recommendations from the full market.
Mortgage Advice
As independent mortgage brokers, we access products from numerous lenders to find optimal solutions. Our service covers first-time purchases, remortgaging, buy-to-let, and equity release. We explain different mortgage types, help with affordability assessments, and guide you through the entire process from application to completion, ensuring you understand all associated costs and commitments.
Pension Planning
We help you navigate pension options including personal pensions, drawdown schemes, and annuities. Our service covers state pension optimisation, workplace pension reviews, and tax-efficient retirement strategies. We provide clear explanations about pension freedoms and help structure your retirement income to maintain your desired lifestyle while considering inheritance planning.
Investment Management
Our investment services focus on growing and preserving your wealth through diversified portfolios. We offer guidance on ISAs, investment bonds, and other vehicles suitable for different risk profiles. We help clients understand market risks while developing strategies aligned with their financial goals, whether for short-term gains or long-term wealth accumulation.
Protection Insurance
We provide comprehensive protection solutions including life cover, critical illness, income protection, and private medical insurance. Our service helps safeguard your family's financial future against unexpected events. We explain different policy types and help structure coverage that matches your specific needs while considering existing commitments like mortgages.
People
Matthew Duncan
Financial Adviser
Experienced financial adviser specialising in retirement planning and investment strategies. Holds industry-recognised qualifications and focuses on creating tailored financial solutions for clients across the South West.
Paul Gold
Financial Adviser
Local Langport-based adviser with expertise in mortgage solutions and first-time buyer guidance. Actively involved in community sponsorship initiatives while maintaining professional standards through continuous development.
Paul Booker
Financial Adviser
Taunton-based specialist in protection insurance and family financial planning. Combines technical expertise with clear communication to help clients understand complex financial products and strategies.
Owen Irish
Financial Adviser
Experienced adviser focusing on business financial solutions including relevant life policies and group protection schemes. Works closely with clients to develop comprehensive risk management strategies.
Amie Johnston-Ward
Financial Adviser
Specialises in helping clients navigate pension freedoms and retirement options. Provides clear guidance on tax-efficient withdrawal strategies while maintaining focus on long-term financial security.
Questions
What services does Invest Southwest offer?
We provide financial planning, mortgage advice, pension management, investment solutions, and protection insurance tailored to individual needs.
Are your initial consultations really free?
Yes, our initial consultations are completely free with no time limits or obligations to proceed.
How are you different from bank advisors?
As independent advisers, we consider products from all providers rather than being limited to specific bank offerings.
What qualifications do your advisers hold?
Our advisers hold industry-recognised qualifications and maintain Statements of Professional Standing with regulators.
Do you work with first-time buyers?
Yes, we specialise in helping first-time buyers navigate mortgage processes with clear, step-by-step guidance.
Reviews (2)
Julie White
Jun 14, 2017
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Excellent service with excellent and helpful information. Thanks Matthew Duncan for everything - so helpful. Would totally recommend
Steve Walrond
Oct 28, 2015
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My wife and I have been dealing with Matthew for several years. I cannot reccomend him more highly. He has resolved our financial problems totally and given us financal stability for our retirement. His knowledge of the industry is very good and there has never been any pressure to go in any direction except the one best suited to our position. I have reccomended him to several other people and I know he has helped them as well. Please give him a chance to help you, you won't regret it.
