Financial Services

Financial Services

Why choose Invest Southwest Bristol?

Invest Southwest Bristol is designed to provide highly qualified and experienced financial advice to Bristol, Gloucestershire and the surrounding areas, on a totally independent basis. We always endeavour to give you the best solutions from the entire market. We pride ourselves on giving independent financial advice and not sales people, so if the best advice is to do nothing, than this is what we will advise.

With Invest Southwest Bristol you will receive one dedicated permanent personal adviser, who will provide you with a lifelong relationship. We always look at your whole life situation rather than just one area in isolation, meaning that the advice we give you now will stand you in good stead for the rest of your life.

Our service begins with a meeting at your home, where we can discuss your goals and objectives whilst also assessing your current circumstances. And this initial consultation is completely free of charge. We will then carry out extensive independent research on your behalf from the whole of the market. The next step is to present our recommendations and findings to you. If you are happy with our recommendations we will put them in force and continue to service your financial needs on an on-going basis, maintaining our promise of Advice for Life.


Invest Southwest is authorised and regulated by the Financial Conduct Authority, reference number 469547. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based within the UK.

The value of investments can fall as well as rise. You may get back less than you invest.