Established in 2008, Invest Southwest Limited is a firm of Independent Financial Advisers rooted in Somerset, UK. The company prides itself on offering client-focused, impartial financial advice, a core tenet of being "independent". Their services cover key areas of personal finance, including retirement planning (pensions), investment strategies, mortgage advice, and various protection policies like life insurance and critical illness cover. As a company authorised and regulated by the Financial Conduct Authority (FCA), they adhere to strict professional and ethical standards.

Founded in

United Kingdom