Latest News

Our latest newsletters are fresh off the press

To keep you up to date with financial news, matters and areas that may concern you, here are our latest news letters:

Autumn Wealth 2017

Autumn Money 2017

 

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Previous newsletters can be seen by clicking below.

The General Election – June 2017

ISW Spring 2017 Wealth

ISW Spring 2017 Money

Budget Summary Spring 2017

ISW Winter 2017 Wealth

ISW Winter 2017 Money

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Our Budget Summary Spring 2016

Please take a look at our summary of the recent budget by clicking the link below.

ISW Budget Summary

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Matt Tilley named in The Sunday Times Top 100

On Sunday 31st May 2014, Matt Tilley was named as a Top Rated Independent Financial Adviser on VouchedFor.co.uk, an achievement that gained national acclaim in The Times newspaper.

Matt was selected as a result of clients writing in to recommend his services on consumer ratings website VouchedFor.co.uk.  The site, which enables people looking for financial advice to find a recommended IFA, works like TripAdvisor.  You can search for advisers free of charge based on location and services provided.  Advisers are then listed based on client reviews giving those seeking advice confidence the adviser can be trusted.

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It’s official, Invest Southwest is the best in Somerset

Invest Southwest has been rated the Best IFA Firm in Somerset by consumer ratings site VouchedFor.co.uk. We secured the award thanks to the support of our clients who posted positive ratings and reviews about the excellent service they have received.

A delighted Dave Penny explained “winning the award for being the Best IFA Firm in Somerset means a great deal. There are nearly two thousand advisers on the VouchedFor website so to be identified as the best in the region means a lot. We are really proud as it reinforces our reputation for giving only the highest quality financial advice.”

Comments Adam Price, founder of VouchedFor “we would like to congratulate Dave and the team at Invest Southwest on being rated the Best IFA Firm in Somerset. Prior to VouchedFor, it was hard for people to know who to trust with their finances. People in Somerset now know that they have a well rated IFA firm on the doorstep.”

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Keeping up to date

To keep you up to date with financial news, matters and areas that may concern you, we produce a quarterly newsletter.