Protect and Invest


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Welcome to Protect and Invest Ltd

Protect and Invest Ltd was founded with a clear objective of providing truly independent advice coupled with outstanding service. We understand that it is an important decision when choosing an adviser to guide you through important financial decisions.  That's why we spend a great deal of time and effort to gain your trust.




"Since becoming a client of Protect and Invest I have become empowered to take control of my finances, and now I know how I can achieve my goals."


News
Click here to see live twitter feed  



Budget Summary 2012  
 
ISA Allowances; don't miss out!  
 

Michael Roberts Interviewed by Citywire  
 
Coping with reduced income in retirement  
 
Property as an investment
 
Importance of Rebalancing
 
Junior ISA Launched  
 
News Archive
 



Active v Passive; what's your view?

What is your preference between an active and a passive investment fund? Do you know the difference? Find out more by reading our article which explains the pros and cons of each, and find  out more about the Protect & Invest approach.

Why an Independent Adviser?

Not all advisers are the same. For many years, product providers have used advisers as a means to distribute their products. This means that if another company offers a more suitable product for you but your tied adviser cannot access it, you won't get  to know about it.

Protect and Invest have always been, and always will be, Independent Financial Advisers. With no ties to any other companies, no outside influence on our advice, and no debts, you can be sure that we only have your best interests at heart.

The Financial Services industry is changing, and from January 2013 many advisers who are currently independent will choose to offer restricted advice. Protect and Invest are committed to remaining independent, so you can rest assured that we shall remain focused on what's best for you.



"The Financial Forecasting is a fantastic piece of kit. If I'd been a client of Protect and Invest when I was considering voluntary redundancy and early retirement last year, I'd probably be at home with my feet up by now."


Are you on the right track?

Our Lifetime Financial Forecasting will demonstrate what your financial future will look like, so you know where you're heading. Click  here to find out more.


Do you know where you're heading?

 

Protect and Invest Ltd is authorised and regulated by the Financial Services Authority under reference 469073. The Financial Services 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.

© Protect and Invest Ltd 2012

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