Invest Southwest Limited

Reference number: 469547

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When investsouthwest.co.uk first appeared online, and whether it can receive email
  • What kind of line 01823 353970 is
  • Who else gives the postcode TA1 1RZ
Instant PDF download

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05771562
Company status
Active
Company type
Private limited company
Incorporated
6 April 2006 (20 years old)
Registered office
12 Hammet Street, Taunton, Somerset, TA1 1RZ, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew Conroy Duncan Director Apr 1979 29 Jul 2022 3 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
1
still active
2

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Net assets

£860k

+253% from £243k

Cash at bank

£316k

−26% from £428k

Employees (average)

21

+17% from 18

Owed within a year

£581k

+70% from £342k

Net assets

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05771562. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Invest Southwest’s history from the FCA register and Companies House, newest first.

Key events (8) All events (17)

2025

25 September 2025

  • Isw Holdings Limited gave up control
  • Iswifa Holdings Ltd took control (75–100% of shares)

Companies House

2022

29 July 2022

  • Board replaced: its only director left and a new director took over

Companies House

2016

6 April 2016

  • Isw Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

1 August 2007

  • Became authorised by the FCA

FCA register

31 July 2007

  • Regulated by the Financial Services Authority from this date

FCA register

2006

6 April 2006

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (8 shown here)
  • Every director appointment and resignation: 5
Instant PDF download

Firms like Invest Southwest

Other firms of the same type (financial adviser), nearest first.

In Taunton

121-Advice LtdTauntonAuthorisedA M Ruthven & Associates LimitedTauntonAuthorisedAlbert Goodman Financial Planning LimitedTauntonAuthorisedBrett AndrewsTauntonAuthorisedHeritage Independent Financial Consultancy LtdTauntonAuthorisedKenyon Clarke Financial Services LtdTauntonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Invest Southwest

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Invest Southwest Limited FCA authorised?
Yes, Invest Southwest Limited (FRN 469547) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Invest Southwest’s phone number and website?
The FCA register lists the phone number 01823 353970 and the website investsouthwest.co.uk for Invest Southwest. If you were given different contact details, use these to check with the firm before going any further.
Is Invest Southwest a scam or clone?
Invest Southwest is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Invest Southwest?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Invest Southwest to the Financial Ombudsman Service, free of charge.
Who owns Invest Southwest?
Invest Southwest is owned by Iswifa Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 September 2025. Before that, it was controlled by Isw Holdings Limited.
Who runs Invest Southwest?
Companies House lists one director of Invest Southwest: Matthew Conroy Duncan.
How long has Invest Southwest been in business?
The company was formed on 6 April 2006, and has held its current FCA authorisation since August 2007.
What do Invest Southwest’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £860k (+253% from £243k) and cash at bank of £316k (−26% from £428k).

Sources and links

The full report on Invest Southwest Limited

£19.99 · Instant PDF download

Loading secure checkout…