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Invest Southwest

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as fully authorised independent financial advisers, we offer the best solutions from the entire market. highly qualified, our aims are to provide you with one dedicated adviser permanently and build a lifelong relationship. getting to know you is key to helping you achieve your goals. we offer a free initial consultation and provide a comprehensive service. our head office is in taunton with another office in weston-super-mare and we have advisers based throughout the southwest. services & products include: • investments & savings advice • inheritance tax planning • retirement & pension planning • annuities • life insurance & income protection • long term care fees planning • will executor & probate advice • professional will writing • funeral plans • equity release • mortgage services & commercial finance • school fees planning

Headquarters:
12 Hammet Street, Taunton, Somerset, United Kingdom
Industry:
Financial Services
Founded:
2006
Employees:
35
Annual Revenue:
-
Type: Private
Ticker: -
United Kingdom 32United States 1New Zealand 1Cameroon 1
Mortgage ServicesIndependent Financial AdviceEstate & Iht PlanningBusiness ServicesProfessional Will WritingPensionsLong Term CareSavings & InvestmentsPersonal ProtectionEstate Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Invest Southwest

Let us help answer the most common questions you might have.

Where is Invest Southwest located?

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Invest Southwest's headquarters is located at 12 Hammet Street, Taunton, Somerset, United Kingdom

What is Invest Southwest's official website?

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Invest Southwest's official website is investsouthwest.co.uk

What is Invest Southwest's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Invest Southwest's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Invest Southwest have?

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Invest Southwest has 35 employees

What industry does Invest Southwest belong to?

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Invest Southwest is in the industry of: Financial Services

What are Invest Southwest's social media links?

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Invest Southwest Twitter page
Invest Southwest Linkedin page

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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