Protect and Invest Ltd

Independent Financial Adviser  64 Carmichael Way, Basingstoke, Hampshire, RG22 4NL
First meeting at adviser's own cost
Chartered Independent Financial Planners based in Newbury and Basingstoke, specialising in Pension and Retirement Planning, Investments 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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Mortgage protection
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Self-employed mortgages
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Sarah Blyth
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

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

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

What our clients say
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 and Basingstoke. 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: 64 Carmichael Way, Basingstoke, Hampshire, RG22 4NL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    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 14th September 2020

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