Protect and Invest Ltd

Initial consultation free
Independent financial adviser
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Matt Nelson
Mr Melvin Czapalski

What our clients say

A Martin
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...
R Quinn
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...
T Kirby
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...
S Sessions
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...

Legal information

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