Why Protect & Invest - Protect and Invest

Independent Financial Advice.

At Protect and Invest, that's exactly what you can expect. Independent Financial Advice, tailored to your specific needs and circumstances. We act on your behalf and are not tied to using a limited panel of product providers, so you can be assured that the advice we give will be right for you.

But we know that' not enough; you expect this from any firm of independent advisers. So what is it that sets us apart?


1. We Don't Sell Anything

We are a business not a charity, so of course we want to be profitable. In fact, we think we have a duty to our clients to remain profitable so that we are here for them for the long term. However, we don't think that employing salesmen and imposing high sales targets upon them is the best way to achieve profitability, and we don't bother with sales meetings either. Instead, we prefer to focus our energy on traditional values like outstanding service, value for money and a focus on our clients' needs. This has always been our approach, and it always will be.

2. Our Advisers are Highly Qualified

All our advisers are qualified to at least diploma status, which is in excess of the minimum standards required by the Financial Services Authority. Although we are a small firm, we hold the full range of examinations offered by the Chartered Insurance Institute which are relevant to private clients, including qualifications in Personal Taxation, Trusts, Pension Funding Options, Pension Income Options, Investment Planning, Advanced Investment Planning and General Financial Planning. In addition, Michael Roberts is an affiliate member by examination of the highly regarded Society of Trust and Estate Practitioners (STEP). If that's not enough, we know where we can find even greater expertise should we need it.

3. We're Not Corporate

Protect and Invest originally started life as part of a firm of Chartered Accountants. Realising the benefits of complete independence, the two directors Melvin and Michael decided to take full ownership and control of the firm. This gave us the all important autonomy to define our service to meet the needs and expectations of our clients. So you can be sure that we're not taking orders from or being influenced by anyone else when we're advising you.