INDEPENDENT fINANCIAL Planning

Simple, yet sophisticated. Engaging, but not time consuming. Focusing on your plans, but flexible enough to change as life unfolds.

OURAIM

We believe in helping you negotiate the winding financial road ahead, achieving and maintaining your desired lifestyle without fear of running out of money.

Simple as that.

(Don't worry if you're not sure what your goals are yet, we can help you to define them).

 

 

Photograph by Rupert Hartley

www.ruperthartley.co.uk

What We Do

01

LISTEN

We want to know what's important to you

02

PLAN

Now we know your aims, we build a financial plan to help you achieve them

03

IMPLEMENT

Once we have agreed on a plan, we implement any necessary actions

04

REVIEW

Things change; your plan needs to adapt too, so we'll review it with you regularly

ANSWERING THE BIG QUESTIONS

"When will I be able to retire?"

"Am I making the best use of my financial resources?"

"Will my family be ok if something happens to me?"

"Can I afford to help my children financially?"

It's all part of your plan.

WE'RE CHARTERED

We're proud to be one of just 500 firms of Chartered Financial Planners in the UK

WE'RE INDEPENDENT

We're not tied to any other companies, and we have your best interests at heart

WE'RE FCA REGULATED

We are authorised and regulated by the Financial Conduct Authority

OUR CREDENTIALS

"Protect & Invest were recommended to me by a friend, when I needed advice on consolidating numerous company pensions that I had accumulated over the years. The service provided by Matt Nelson was first class; Matt was flexible, personable, and gave excellent advice. I can say with certainty that, not only am I financially better off for having worked with Matt and taken his advice, but I have also saved precious time and avoided a lot of hassle."  A. Martin, Hamphire.
“Sarah is very helpful and friendly and makes it very easy for me. Her advice is sound and professional, and it is always a pleasure talking to Sarah. There is never any chasing and she always keeps me updated and makes sure I know what’s going on and that I understand the jargon. I have recommended Sarah to friends and family and they have all been very happy with her friendly, efficient, and personalised service.” T. Kirby, Berkshire.
"Melvin is an amazingly talented Adviser who is knowledgeable, trustworthy and works with the highest integrity. He comes extremely highly recommended." M. Fletcher, Berkshire.
"I have been absolutely delighted with the service I have received from Sarah.  Not only is she extremely friendly and easy to talk to, she understands your personal situation.  I will have no hesitation in recommending Sarah to friends." R. Quinn, Berkshire.
"Very happy to recommend Sarah for having helped pull multiple pensions of mine together to make them easier to manage. Also fully understood my objectives and element of risk taking. Sarah suggested an ideal vehicle to transfer a particular fund to which has produced excellent results so far and made my life so much easier. Thanks Sarah!" S. Sessions, Berkshire.

Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate  Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.

LEGAL DECLARATIONS

©2020 by Protect and Invest Ltd