Invest Southwest Independent Financial Advisers
Financial Advisers (Independent) in Weston-super-Mare
First Floor Office
1 Kelston Road,
Worle
Weston-super-Mare
Avon
BS22 7FD
Contact Numbers
Matthew Duncan: 01934 3... 01934 310653
Matthew Duncan: 01173 7... 01173 701730
Social
Opening hours
Monday to Friday: 9am - 9pm
Saturday: 9am - 1pm
Sunday: 9am - 9pm
Key Services
About
- Invest Southwest Independent Financial Advisers
Independent Financial Advisers (IFA) covering the Weston Super Mare to Bristol area. We offer the facility of home visits at your convenience to meet ever busy lifestyles.
Invest Southwest is committed to being:-
• Fully qualified and experienced advisers.
• Local and totally independent.
• Will always recommend the best financial package available on the market.
• We advise, not sell. If the best advice is to “do nothing", that is what we will advise!
• We look at your whole life situation, not just one area in isolation.
As an IFA practice we offer advice on all your financial needs and advise both Individuals & Business.
Trading Since
2007
Reviews
First House Purchase
"As a first time buyer you made the process of purchasing my new home so easy. Thank you for all your help."
Liam Ruddock - 15/10/2012 | report this review
Independent Financial Advice
"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..."
Anna Scott - 15/10/2012 | report this review
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Products and Services
Independent Financial Advice
Invest Southwest is committed to being:- • Fully qualified and experienced advisers. • Local and totally independent. • Will always recommend the best financial package available on the market. • We advise, not sell. If the best advice is to “do n
We offer these services
- Free Parking
- website
- Late Opening
- Customer Toilets
We offer these payment methods
- Cash
- Cheque
- PayPal
- Bank Transfer
- Direct Debit
- Standing Order
