Invest Southwest Will Management

Invest Southwest - Independent Financial Advisers

Dave PennyIn order to offer clients a truly life long holistic service, Dave Penny the Managing Director of Invest Southwest decided, upon formation in 2007, to cement the excellent relationships he had built up with Will Writers by purchasing Will Management Services.

Under Dave's steer both Invest Southwest and Will Management Services quickly gained excellent reputations and have gone from strength to strength, growing steadily and solidly by offering customers first class standards of service.

With a head office in Taunton, Invest Southwest has advisers based across the Southwest, supported by a General Manager, Paraplanner and two Administrators. All our advisers are highly experienced, subscribe to the FCA Code of Practice, are fully qualified to give financial advice and hold a Statement of Professional Standing as evidence they are meeting the standards set by our regulator.

As a client of Will Management Services, you will be entitled to an in depth review of your finances free of charge, however long the review takes. This is part of our promise of Advice...For Life.

"You are very knowledgeable in your field and genuinely care that as a client I get the best advice or products for me. You are able to explain all of the legal jargon in simple English so we know the advice we're getting is right for us." - Jon, Somerset

Invest Southwest

Fully authorised and regulated by the Financial Conduct Authority (reference number 469547), we are truly Independent, which means we offer unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

For more information on Invest Southwest and the many services we provide you are welcome to visit our website, email or phone us direct on 01823 353970.

"You handle all my saving, investment and pension plans and have adapted the advice as my needs and circumstances have changed. The charges are far outweighed by the benefits. I know exactly what the charges are". - Hester, Somerset

Key Services
  • Investments

  • ISAs & OEICs

  • Bonds & Investment Trusts

  • Personal Pensions

  • Retirement Planning

  • Annuities

  • Mortgage Advice

  • Remortgages

  • Equity Release

  • Life Cover

  • Income Protection

  • Critical Illness Cover

  • Asset Protection

  • Gifts & Trusts

  • Regular Savings

  • School Fees Planning

  • National Savings

  • Long Term Care

  • Home Reversion Plans

  • Commercial Finance

  • Key Person Cover

  • Group Pensions

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