Invest Southwest Independent Financial Advisers

Reviews, get directions and contact details for Invest Southwest Independent Financial Advisers

Address: 6 Beaufighter Rd, Weston-super-Mare BS24 6EE, UK

Phone: 01934 310653

Website

State: North Somerset

City: Weston-super-Mare

Zip Code: BS24 6EE

opening times

Monday: 9:00 AM – 9:00 PM
Tuesday: 9:00 AM – 9:00 PM
Wednesday: 9:00 AM – 9:00 PM
Thursday: 9:00 AM – 9:00 PM
Friday: 9:00 AM – 9:00 PM
Saturday: 9:00 AM – 1:00 PM
Sunday: Closed

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Reviews

Mathew Duncan is simply the best Independant Financial Advisor that I have ever used and I have used quite a few over the years, from different parts of the country.
Superb knowledge; Professional, Friendly and it always seems; focussed entirely on the Clients needs and options, explaining these concisely with great patience.
A first class professional, who is a pleasure to deal with.

 8 years ago (10-10-2017)

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.

 9 years ago (04-11-2016)

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.

 9 years ago (04-11-2016)

If you are looking for any financial help this is the only place to go.Matt reviewed our pensions and couldn't have been any more helpful, pleasant and knowledgable .
Thank you Matt .

 8 years ago (30-03-2017)

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

 11 years ago (01-03-2015)

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Invest Southwest Independent Financial Advisers

Reviews, get directions and contact details for Invest Southwest Independent Financial Advisers

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