Invest Southwest Ltd Opiniones 

54
TrustScore: 5 sobre 5

4,8

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Our advisor Marin Lane has always offered knowledgeable and honest advise on our investment. His advice has been fruitful over the years

Valorada con 5 estrellas sobre 5

I have never used a financial advisor before and was a little concerned about what to expect but we met a lovely friendly young lady who explained everything simply so we could understand everything a... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Your advisor made proactive and useful recommendations based on his analysis of our needs. Our decisions were acted upon accurately and timely.

Valorada con 5 estrellas sobre 5

We are truly pleased and grateful with Invest Southwest Ltd guidance, and helping us become a homeowners!! This was our first time purchasing, and they made sure to make this process as simple, and... Ver más

Información sobre la empresa

  1. Asesor financiero
  2. Planificador financiero

Escrito por la empresa

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.


Información de contacto

4,8

Excelente

TrustScore: 5 sobre 5

54 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,8

Todas las opiniones

(54)

18 opiniones en los últimos 12 meses

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Trustpilot no permite a las empresas ofrecer incentivos ni pagar para ocultar opiniones. Las opiniones son propiedad de los usuarios y no de Trustpilot. Más información

Valorada con 5 estrellas sobre 5

Brilliant expertise in financial…

Brilliant expertise in financial markets & matters. Clear explanations of the monetary process involved from my recent sessions. With the interactions friendly exchanges of ideas.

8 de mayo de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Sound advice and easy to worknwith

Owen in the team was very easy to work with and listened carefully to our requirements before kindly providing a number of tailored options. He demonstrated a clear understanding of wider market conditions and due to the slight complexity of our investments facilitates support from the wider back office team. Recommended.

29 de febrero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Professional and approachable

My advisor was professional, down to earth and very approachable. I felt he put my best interests at heart and that I could completely trust his guidance.

14 de febrero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Had a great experience recently

Had a great experience recently, extremely knowledgeable and helpful advisor. Nothing was too much trouble and we were made to feel at ease making important financial decisions. Recommended.

6 de febrero de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Very knowledgeable, up to date on all the current mortgage products and rates.

We are truly pleased and grateful with Invest Southwest Ltd guidance, and helping us become a homeowners!! This was our first time purchasing, and they made sure to make this process as simple, and smooth for us! They were always there to pick up a phone call, reply right away and answer any questions or concerns we had.
Matthew Duncan and his team are highly professional, and greatly experienced! They really care about everyone coming to them. Thank you so much, we are forever grateful!
Barbara and Mariusz

18 de diciembre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Invest Southwest review

Matthew is very knowledgeable, friendly, explains things clearly and put us on the right path to improve our financial situation. He is also passionate about what he does. Nice office environment too.

15 de noviembre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Got my mortgage through Invest…

Got my mortgage through Invest Southwest. They were very good at going through all of my options and offered expert advice, couldn't be happier with the outcome. I also arranged my protection as well, which was quite tricky but again they found protection to cover me and at a great price. Thank you.

15 de agosto de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Mortgage renewal

Got advice and help last year with our mortgage renewal.
Mortgage adviser was very good, great communication and always keeping us up to date if mortgage rates had changed to get us the best deal before signing the forms.

Excellent service.

5 de octubre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Fantastic advice from Invest Southwest, as always

Invest Southwest did a fantastic job in helping us to find the best deal for our most recent re-mortgage, one of many they have arranged for us over the years. Their experience and knowledge of the market is second to none and so we have used them for a number of years to advise and manage our investments and pensions as well.

5 de septiembre de 2023
Opinión espontánea

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