Protect and Invest Ltd

Independent Financial Adviser  3 Mill Court, Newbury, RG14 5RE
First meeting at adviser's own cost
Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Matt Nelson
Director

This exam accesses understanding of the financial services and their regulation.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Mr Melvin Czapalski
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Protect & Invest were recommended to me by a friend, when I needed advice on consolidating numerous company pensions that I had accumulated over the years. The service provided was first class; Matt was flexible, personable, and gave excellent advice. I can say with certainty that, not only am I financially better off for having worked with Matt and taken his advice, but I have also saved precious time and avoided a lot of hassle.
A Martin, Hampshire
Sarah is very helpful and friendly and makes it very easy for me. Her advice is sound and professional, and it is always a pleasure talking to Sarah. There is never any chasing and she always keeps me updated and makes sure I know what’s going on and that I understand the jargon. I have recommended Sarah to friends and family and they have all been very happy with her friendly, efficient, and personalised service.
T Kirby, Berkshire
I have been absolutely delighted with the service I have received from Sarah. Not only is she extremely friendly and easy to talk to, she understands your personal situation. I will have no hesitation in recommending Sarah to friends.
R Quinn, Berkshire
Very happy to recommend Sarah for having helped pull multiple pensions of mine together to make them easier to manage. Also fully understood my objectives and element of risk taking. Sarah suggested an ideal vehicle to transfer a particular fund to which has produced excellent results so far and made my life so much easier. Thanks Sarah!
S Sessions, Berkshire
About us

Protect and Invest are independent Chartered Financial Planners based in Newbury. We provide holistic, independent advice in a professional yet friendly manner to our clients. Our advisers hold advanced qualifications allowing the firm to specialise in pensions, retirement planning, investments, protection and estate planning. We operate on a fee basis and offer an initial consultation at our expense and without obligation.

Where to find us
Head office address: 3 Mill Court, Mill Lane, Newbury, RG14 5RE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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