01635 800820
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).
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 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
"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.
"Melvin is an amazingly talented Adviser who is knowledgeable, trustworthy and works with the highest integrity. He comes extremely highly recommended." M. Fletcher, Berkshire.
"Melvin was recommended to me by friends, as I was struggling to make decisions regarding my pension options. I found his down to earth advice invaluable. While not dealing with ‘mega bucks’, I found his manner non judgemental, on the level and easy to take on board, making what seemed to be a very stressful decision much more realistic and achievable. I would not hesitate to recommend his services to anyone." Linda, Wiltshire.
"We just wanted to say a huge thanks to Melvin over the years for looking after my brother since the beginning of his career as a jockey to now. Melvin is fantastic and helpful and has really helped us with resolving everything." F&J. Williams, Berkshire
"I retired in January 2023 with three small pension pots but no knowledge of what to do with them. I did take advice from Pension Wise and could have then trawled through the internet but had no idea of what I was looking for. All I really wanted was to sit down with a local professional, face to face, who could explain in simple terms my possibilities. From my first meeting, I was treated with respect and kindness and my options were explained in clear, easy to understand language! " Leonora, Berkshire