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

©2019 by Protect and Invest Ltd

INDEPENDENT fINANCIAL Planning

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

How many years does it take to get the maximum State Pension?

April 22, 2019

Preparing for Retirement

March 14, 2019

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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