P & P Invest

Independent Financial Adviser  Unit 17/18, Shamrock Quay, Southampton, SO14 5QL
FCA authorised
Last authorised 28th June 2021
Our Chartered status means that the service you receive will be the gold standard for independent advise
We can advise you on
Ethical investments
ISA / Unit Trusts / OEICs
Unit trusts
Savings for children
Taxation planning
Commercial mortgages
Stockbroking services
Long term care
Meet our advisers
Mr Kevin B Pattinson
MR Philip Pearson APFS, ACII
About us

P&P Invest are Chartered Financial Planners providing the highest quality independent financial advice. We are experts in Investment and Pension planning providing a personal service individually tailored to your needs. National newspapers, together with quality publications and the BBC regularly seek comments from P&P Invest when compiling financial features. Winner of Small Business Media IFA Award for 2011. More information on P&P Invest is available on YouTube.

Our services

We take the time to really understand our clients needs, concerns and hopes for the future. That is how we are able to provide a personal service and financial plan bespoke to the individual. We provide a face to face regular review each year to ensure that the financial plan continues to meet with our clients needs and where appropriate adjustments can be undertaken. We take away the paperwork and stress of financial management and replace it with a proactive service designed to provide peace of mind.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Unit 17/18, Building 2, William Street, Shamrock Quay, Southampton, SO14 5QL

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