Weston-super-Mare, United Kingdom
The Hive, 6 Beaufighter Rd
N/A
+44 1934310653
As always Matthew Duncan provided excellent advice that was perfectly tailored for our financial needs both now and for years to come. His personable, friendly manner instantly puts you at ease and he shows a great deal of empathy to ensure that you feel completely comfortable with any advice given. Matthew demonstrates excellent knowledge across every aspect of Financial planning and explains complex details, free of jargon, in easily understandable language. During our meeting we felt that all the options discussed were perfectly suited to our circumstances and there is no hard sell as Matthew genuinely demonstrates putting the customer first. We would wholeheartedly recommend Matthew to provide Financial Advice to anyone, whatever their circumstances and we are confident that his advice will prove invaluable. Thanks! Andrea & Matt
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Myself and my husband recently went through the mortgage application process with Matt Duncan, he got us a great deal with a great lender. His advice, patience and knowledge was invaluable throughout the entire process. He was very friendly but professional and I guarantee we would not of got such a good deal if not for Matt. He was always there to offer both advice and reassurance. I will definately be using Invest Southwest again in the future.
Amazing service. We were provided with full support through an extensive house sale/purchase exchange, pension services, life cover and priceless advice on our financial status and where to invest. Matthew Duncan is an incredibly enthusiastic character who takes a direct interest in your finances as if they were his own. Such genuine people in this line of work are few and far between. We now have a financial adviser for life and our daughters life. Many friends and their businesses have acquired his services since writing this.
I cannot recommend Matt highly enough. I asked Matt to find me a mortgage as a first time buyer, he took time to go through the process in detail and ensured that I understood how my information would be used and what the outcome of his searches would be. His advice was always appropriate to my requirements and he provided clear guidance at each stage. Matt's response was always timely and he ensured that he was available to answer any questions. I was very pleased with the outcome and appreciated the smooth, stress free experience!
My wife and I were really needing some help and advice with our finances and protection needs. After spending time with Matt, he fully understood our needs, gave us several options and facilitated the changes we needed to make. We are more than happy with the service we received from Matt and would thoroughly recommend using him and would use him again, should the need arise.
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