INDEPENDENT fINANCIAL Planning

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

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The Residence Nil Rate Band - Part 1

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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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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).

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Photograph by Rupert Hartley

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

"Melvin is an amazingly talented Adviser who is knowledgeable, trustworthy and works with the highest integrity. He comes extremely highly recommended"