Protect and Invest Ltd was founded with a clear objective of providing truly independent advice coupled with outstanding service. We are based in Newbury, Berkshire, and predominantly cover the North Hampshire, Thames Valley and London areas.

Our friendly and highly qualified team endeavour to find the best solutions to our client’s individual needs and provide expert advice on a wide range of areas, including investments, pensions, trusts and estate planning. We are passionate about helping clients achieve their goals and aspirations and our client relationships are based on honesty and transparency and always putting their needs first.


No matter how simple or complex your needs are, we will hold your hand throughout and we look forward to making a lasting difference to your financial future.

We will provide you with an initial, no-obligation consultation meeting free of charge to establish your needs and whether we can make a positive difference. 

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.


©2021 by Protect and Invest Ltd