1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Southampton
  10. breadcrumb-arrow
  11. P & P Invest

P & P Invest

Independent Financial Adviser  Unit 17/18, Shamrock Quay, Southampton, SO14 5QL
check
FCA authorised
Last authorised 22nd February 2021
Our Chartered status means that the service you receive will be the gold standard for independent advise
We can advise you on
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Unit trusts
check
Savings for children
check
Taxation planning
check
Commercial mortgages
check
Stockbroking services
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Prestige Wealth Planning Ltd
Independent Financial Adviser 0.69 mi
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
 
See profile
David Smith - True Potential Wealth Management
Restricted - whole of market 0.95 mi
My focus is ensuring my clients achieve their financial goals and are empowered to make informed decisions about their future. Tax efficiency, investments and expertise in pensions, including Defined Benefit advice, are my key specialisms.
 
See profile
Choice Financial Solutions
Independent Financial Adviser 1.05 mi
Currently providing easy to understand video conference and online advice for anyone at or near retirement, dealing with divorce or investing for their future.
 
See profile
Rockstone Mortgage & Financial Advice
Restricted - whole of market 1.09 mi
We’ll provide reassurance and transparency from start to finish. With no hidden fees, we will clearly talk through our offering and any cost implication before asking for any commitment from you.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.