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  11. P & P Invest

P & P Invest

Independent Financial Adviser  Unit 17/18, Shamrock Quay, Southampton, SO14 5QL
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FCA authorised
Last authorised 10th May 2021
Our Chartered status means that the service you receive will be the gold standard for independent advise
We can advise you on
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Ethical investments
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Savings for children
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Taxation planning
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Commercial mortgages
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Stockbroking services
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Long term care
Meet our advisers
Mr Kevin B Pattinson
MR Philip Pearson APFS, ACII
Partner
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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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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