01278 550655

07742 166896

Whether your aim is to fund your children's university fees, enjoy a holiday of a lifetime, put a bit by for emergencies or a deposit for your dream home, making your money work hard for you is a challenge. Plan to save monthly and/or invest a lump sum, there are hundreds of products to choose from.

At Invest Southwest we will discuss your short, medium and long term objectives to ensure our recommendations are tailored to your specific needs. With our tried and tested systems and processes we will help you find the best products from the best providers.

Our initial consultation is free of charge however long it takes and for you reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

As we are truly Independent Financial Advisers, you will recieve unbiased and unrestricted advice based on a comprehensive and fair analysis of the entire market.

Are you uncertain what ISA’s can offer you?

The following short video may help. Just click the start button.


We are very happy with Karen. Her knowledge and professional attitude, while being friendly and approachable. We would be happy to recommend her and trust her to help us manage out investments.

Lindsay - Bath


The Financial Conduct Authority does not regulate tax advice. The value of investments can fall as well as rise. You may get back less than you invest.


Call Karen on

01278 550655

07742 166896