Invest Southwest Independent Financial Advisers - Weston-super-Mare

Thomas Quinton

Amazing service. We were provided with full support through an extensive house sale/purchase exchange, pension services, life cover and priceless advice on our financial status and where to invest.

Matthew Duncan is an incredibly enthusiastic character who takes a direct interest in your finances as if they were his own. Such genuine people in this line of work are few and far between. We now have a financial adviser for life and our families life. Many friends and their businesses have acquired his services since writing this.

We have been using this company for over 15 years now and still has the same reputation as always.

Diane

Matthew has been looking after my pension for many years, enhancing its potential.
I have hit some difficult times over the past few years and his financial advice has been invaluable and extremely informative, keeping me positive and enthusiastic for the future.
I really appreciate the extra mile he goes patiently explaining the facts and his opinions, often using pen to paper and diagrams, I have learnt so much, not just about my situation but also the financial world we all live in; my path always seems so much clearer after our conversations.
I 100% recommend and trust.

Matthew Petts

As always Matthew Duncan provided excellent advice that was perfectly tailored for our financial needs both now and for years to come. His personable, friendly manner instantly puts you at ease and he shows a great deal of empathy to ensure that you feel completely comfortable with any advice given. Matthew demonstrates excellent knowledge across every aspect of Financial planning and explains complex details, free of jargon, in easily understandable language. During our meeting we felt that all the options discussed were perfectly suited to our circumstances and there is no hard sell as Matthew genuinely demonstrates putting the customer first. We would wholeheartedly recommend Matthew to provide Financial Advice to anyone, whatever their circumstances and we are confident that his advice will prove invaluable. Thanks! Andrea & Matt

Ryannan Dolbear

Myself and my husband recently went through the mortgage application process with Matt Duncan, he got us a great deal with a great lender. His advice, patience and knowledge was invaluable throughout the entire process. He was very friendly but professional and I guarantee we would not of got such a good deal if not for Matt. He was always there to offer both advice and reassurance. I will definately be using Invest Southwest again in the future.

Benjamin Barrowman

I can highly recommend Matt Duncan for excellent financial advice delivered in a friendly and easy to understand manner. He patiently guided us through our options and was always available to answer any questions that arose. Once we had made a decision everything Matt put into place was done efficiently and with the highest level of professionalism. Matt was a godsend, making a potentially very stressful time (Moving house just before our first child arrived) bearable, even taking our terrible solicitors (BPL - AVOID!) to task. I know we wouldn't have completed on time without Matt's help which was above and beyond his responsibility as a our financial adviser. So thanks so so much from Ben, Astrid and Baby Winona.

Toby Lewis

Matthews level of service has been nothing short of outstanding. He has provided clear financial/mortgage advice to help me achieve my goals.
It must've been difficult but he helped me to understand everything and make the right dicisions.
Throughout the purchase of my property Matthew has, not only kept in good communication, gone above and beyond the line of duty but kept me reassured as well. Without his help I would've probably given up!
If only solicitors, conveyancers and estate agents would provide this level of service.
I will be using Matthews services again and will recomend him to everyone.

Harriet Andrew

I cannot recommend Matt highly enough. I asked Matt to find me a mortgage as a first time buyer, he took time to go through the process in detail and ensured that I understood how my information would be used and what the outcome of his searches would be. His advice was always appropriate to my requirements and he provided clear guidance at each stage. Matt's response was always timely and he ensured that he was available to answer any questions. I was very pleased with the outcome and appreciated the smooth, stress free experience!

Aaron

Got a mortgage for my first house through Invest Southwest. Excellent service, responsive and fast. Would recommend!