Financial Planners in Taunton, Somerset

8 locations found near Taunton
View Map

“Matthew Duncan has provided us excellent advice, for different financial investments over a number of years. We thoroughly recommend Invest Southwest for financial advice.”

5Superb13 Reviews

“We recently needed a re-mortgage on my home that was complicated & not straight forward. Andrew Govier was excellent in going the extra mile & finding the right mortgage that suited our needs perfectly. We then needed to look at our Pensions & go through best options on them as we were both around 55 now, he recommended Mike Rogers, who was also excellent & is now sorting out the best options for us, as we want to retire early in around 3 years time. I would have no hesitation to recommend both of these professionals & we will certainty be using them now in the future. Neither were pushy & both spent time looking into what was best for our situation, so a massive thanks to you both”

5Superb8 Reviews

“David Blair was absolutely fantastic from start to finish! He went above and beyond to secure our mortgage and was there to advise and support throughout the whole process even when we encountered difficulties with the chain. The communication was excellent and we couldn't fault a thing. We would highly recommend him and the company and will be sure to use them again. Thank you very much for all of your hard work, it's extremely appreciated!”

5Superb4 Reviews