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:

220126 Winter Your Money

220126 Winter Your Wealth



Previous newsletters can be seen by clicking below.

211028 Autum Budget Review

210923 Autumn Your Wealth

210923 Autumn Your Money

210701 Summer Money Newsletter

210701 Summer Wealth Newsletter

Invest Southwest Newsletters Wealth Spring 2021

Invest Southwest Newsletters Money Spring 2021

Spring Budget 2021

Invest Southwest Newsletters_Winter 2021_Money


Invest Southwest_Wealth_Autumn 2020

Invest Southwest_Money_Autumn 2020

Thoughts on the US elections US Election 2020

200630 Summer Wealth Newsletter

200630 Summer Money Newsletter

Invest Southwest Money – Spring 2020

Invest Southwest Wealth – Spring 2020

Wealth Winter 2020 – Invest Southwest

Money Winter 2020 – Invest Southwest

Invest Southwest Tax Planning Guide

Money_Autumn 2019

Wealth_Autumn 2019

Money Summer 2019

Wealth Summer 2019

Wealth Spring Newsletter 2019

Money Spring Newsletter 2019

Spring Statement 2019

ISW End of Tax year

Winter Wealth 2019

Winter Money 2019

Autumn Budget 2018

Autumn Money 18

Autumn 18 Wealth

ISW Wealth Summer 18

ISW Money Summer18

ISW Spring 18 Wealth

ISW Spring 18 Money

Invest Southwest Spring Statement 2018_TOMD[1]

Your Money Wr 2017:18inte

Your Wealth Winter 2017:18

Autumn Budget 2017

Autumn Wealth 2017

Autumn Money 2017

The General Election – June 2017

ISW Spring 2017 Money

ISW Spring 2017 Wealth

Budget Summary Spring 2017

ISW Winter 2017 Wealth

ISW Winter 2017 Money


Our Budget Summary Spring 2016

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

ISW Budget Summary


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, 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  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.

Vouched for article highlighted name


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 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.”

The Team medium


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.