Protect and Invest Ltd

Independent Financial Adviser 3 Mill Court, Mill Lane, Newbury, Berkshire, RG14 5RE
FCA verified
16th September 2019
Chartered Financial Planners based in Newbury and covering the Thames Valley. Specialising in Retirement Planning, Investments and Estate Planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Melvin Czapalski DipPFS
Director and Financial Consultant
adviser-person
Michael Roberts FPFS
Chartered Financial Planner and Director
Where to find us

3 Mill Court, Mill Lane, Newbury, Berkshire, RG14 5RE

About us

Protect and Invest are a small firm of independent Chartered Financial Planners based in Newbury and covering the Thames Valley. We provide holistic, independent advice in a professional yet friendly manner to our clients. Our advisers hold advanced qualifications allowing us firm to specialise in the field of investments and retirement planning, although we can also assist you with more general financial planning issues such as protection and savings. We operate on a fee basis and offer an initial consultation at our expense and without obligation.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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