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Invest Southwest Independent Financial Advisers

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Invest Southwest Independent Financial Advisers

We build relationships to understand you and your financial needs so we can provide you with expert Advice….For Life. Why choose Invest Southwest?

Invest Southwest, Independent Financial Advisers was founded in 2007 and is regulated by the Financial Conduct Authority (FCA 469547). Our highly experienced Financial Advisers are located throughout the Southwest region and are fully qualified to give financial advice. Each adviser subscribes to the FCA code of conduct and have Statements of Professional Standing as evidence they meet standards s

et by the Regulator. Our advisers are supported by staff based at our Head office in Taunton and also at our Weston-super-Mare office. All our dedicated staff, work to ensure the process of advising you on your financial matters, runs smoothly from start to finish. We offer the best solutions from the entire market to suit your financial needs, be they personal, family or business. The key thing is to build a relationship to understand and help you achieve your financial goals. Which is why a dedicated adviser is assigned to provide you Advice…For Life. Since 2007, Invest Southwest has been focused on helping you understand and plan for your financial future, both now and longer term. By providing you an Independent Financial Advice service, we are able to consider a wide range of financial strategies and products. We continually review the whole market, to ensure our advice best meets your needs and objectives. If this approach identifies that the best advice is to do nothing, that is what we will recommend.

07/09/2026

Why Remortgaging is on the Rise...

Remortgaging is firmly back in focus. According to recent analysis from Stonebridge, applications rose by around 45% in Q1 2026, as many homeowners reach the end of low fixed-rate deals secured during the pandemic.

More borrowers are choosing shorter-term fixed deals, which can offer more flexibility while interest rates are changing. If you’re looking to remortgage, the rate isn’t the only thing to consider. It’s also about finding a mortgage that works for your circumstances and what you can comfortably afford.

Our mortgage advisers are here to help you understand your options. Get in touch to have a chat.

https://www.investsouthwest.co.uk/content/large/documents/home_finance_news/2026/260713_your_home_finance_summer_2026.pdf

04/09/2026

When a Pay Rise Means Paying More Tax...

A pay rise should be good news, but with tax thresholds frozen, more people are becoming higher rate taxpayers. Research suggests 4.8 million more people could be paying higher rate tax by 2031 compared with 2022.

If that’s you, it may be time to review your finances. Pension contributions through salary sacrifice could help reduce taxable income, but with changes planned from April 2029, it may be a good time to consider your options.

You could also check your pension tax relief, Personal Savings Allowance and whether your income could affect family benefits.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

03/09/2026

👏👏Congratulations to Susie on a Fantastic Marathon Result Down Under🏃‍♂️🏃‍♂️

On Sunday 30 August 2026, Susie Duncan, one of the owners of Invest Southwest completed the Sydney 2026 marathon in an impressive time of 3 hrs 11 mins.

Another fantastic performance from Susie who came 232nd out of 13,712 female competitors.

This was the sixth of the eight World Marathon Majors that Susie has completed, with just Cape Town and Tokyo to conquer.

What an achievement – we’re all incredibly proud of you.

01/09/2026

Why Gifting Matters for Inheritance Tax Planning...

With Inheritance Tax thresholds frozen and unused pension funds planned to be included in estates for IHT purposes from April 2027, more families are thinking about gifting.

Gifts can fall outside your estate for IHT purposes if you live for seven years after making them. However, once you have made a gift, you no longer have control over that money or asset.

A trust is another option that gives you more say over how and when your wealth is passed on. If you are thinking about gifting or inheritance tax planning, get in touch.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

28/08/2026

Keep your cool in the housing market...

Buying a home is exciting, but it can also be one of life’s most stressful experiences. Research from Compare My Move (2026) found that many homeowners rank house buying among their biggest life stresses.

Staying organised, understanding your budget and thinking about your future needs can help make the process more manageable.

Whether you’re buying your first home or moving house, we’re here to help.

https://www.investsouthwest.co.uk/content/large/documents/home_finance_news/2026/260713_your_home_finance_summer_2026.pdf

25/08/2026

Navigating Uncertainty: How Investors are Protecting and Growing their Wealth

Economic uncertainty isn’t going away. Geopolitical tensions, climate events, technological change and shifting demographics are all reshaping the investment landscape.

Despite these challenges, global wealth continues to grow, with the number of ultra-high-net-worth (UHNW) individuals reaching record levels. Increasingly, the focus isn’t just on building wealth, but on preserving it and positioning it for the future.

In a changing world, long-term planning, a disciplined investment approach and professional financial advice can help investors navigate uncertainty with greater confidence.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

19/08/2026

Investment scams continue to rise...

Fraudsters are using increasingly sophisticated tactics to target savers and investors online.

Data from the City of London Police (2026) shows that over 34,000 people reported investment fraud, up 31% from the year before. Experts say scammers are increasingly exploiting social media, messaging platforms and artificial intelligence (AI) to appear more convincing.

Before making any major financial decisions, take time to check who you’re dealing with and consider seeking financial advice from an FCA-regulated financial adviser.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

17/08/2026

Is Your Money Working for You?

When you’ve worked hard for your money, it’s natural to want to protect it.

Keeping cash can feel safe and reassuring, but over time inflation can reduce what it’s worth in real terms. Investing isn’t right for everyone, but relying solely on cash may make it harder to achieve your long-term financial goals.

Research from Rathbones (2026) found that 30% of UK adults lack the confidence, knowledge or time to invest. Not sure what approach is right for you? Speak to one of our FCA-regulated financial advisers to explore your options.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

14/08/2026

UK investors remain focused on long-term financial goals

Despite continued economic and geopolitical uncertainty, UK investors are staying focused on their long-term financial goals. Research from Scottish Widows (2026) shows that 30% of investors increased their investments in Q1, while a further 30% planned to invest more in Q2.

Building wealth and preparing for retirement remain key priorities, highlighting that many investors are looking beyond short-term market changes and continuing to invest in their future.

https://www.investsouthwest.co.uk/content/large/documents/money_%26_wealth_news/2026/260713_money_and_wealth_magazine_summer_2026.pdf

12/08/2026

Invest Southwest were very happy to sponsor the Weston-super-Mare Rotary Charity Golf Day Rotary Weston-super-Mare.
We hope all involved had a great time.

Address

12 Hammet Street
Taunton
TA11RZ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441823353970

Website

http://www.investsouthwest.co.uk/

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