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  11. Protect and Invest Ltd - Sarah Blyth

Protect and Invest Ltd - Sarah Blyth

Independent Financial Adviser  Church Street, Basingstoke, RG21 7QE
First meeting at adviser's own cost
Chartered Independent Financial Planners covering Newbury, Basingstoke, Reading, Winchester and surrounding areas. We specialise in all aspects of financial planning and provide friendly, easy to understand advice to help you get your finances on track.
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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Equity release
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Mortgage protection
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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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Large business
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Life insurance
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Small business
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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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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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Miss 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 DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

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

Accreditations
Chartered financial planner - individual adviser accreditation
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
Sarah conducted a thorough review of the financial circumstances of myself and my husband. She advised us on the best course of action for our various personal pensions, and where appropriate, handled the transfer of each of these. She also advised on the best way to invest the proceeds of the sale of a house. Her advice and holistic approach has provided my husband and I with the information that we can both retire early, knowing that we are in a good position financially. The advice we have received has far and away exceeded our expectations! Sarah, I cannot thank you enough for all the advice and help you have given us - it has been invaluable and we are absolutely delighted with the outcome of your financial review.
H Atkins, Buckinghamshire
I wanted a pension review by someone I felt I could trust. Sarah was very personable and professional. She advised on my pension and what options were available to me. Every step was explained in a straight forward way. Sarah's help has been excellent and my funds have performed really well to date.
S Harness, Hampshire
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
I required the services of a financial adviser, as I needed to make decisions regarding a pension plan that was coming up to its maturity date but also wanted help with retirement planning more generally. In addition, I wanted to take stock of my finances and discuss options for saving and investing in a tax efficient way. Sarah set up a suitable pension plan and a Stocks & Shares ISA for me after we discussed my personal finances, long term aims and my attitude to risk. Once we agreed on the details, I was impressed with how quickly Sarah set everything up, especially given that this was around the time of the first Covid-19 lockdown. Almost a year on, I am happy with my investment and very much appreciate the ongoing support. I was hoping to find an IFA who could help me put my finances in order. Full marks on that score but, on top of that, Sarah is also an extremely friendly and likeable person and such a pleasure to deal with!
N Porter, Hampshire
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
Absolutely top service! Sarah gave me excellent advice. She fought to get my pension transferred out and got compensation from the pension provider for the unacceptable delay. She efficiently and professionally transferred my pension to another provider and reduced the ongoing fees on my pension. I could not fault her professionalism and she is a pleasure to deal with.
B Strohm, Wiltshire
Sarah looked at my current situation and did a thorough assessment of my needs. She then came up with a proposal. We made some changes to my pension arrangements. Sarah was detailed, explained everything really well and she was personable and interested. I felt I got a personal service and she was knowledgeable and great at communicating. I felt supported every step of the way.
A Schellens, Hampshire
I had to consult an IFA because I wished to transfer two small pension funds that had guaranteed rights into a drawdown fund that didn't have guaranteed rights. Sarah considered the proposed transfer in the light of the explanations I gave her of my financial circumstances and intentions, and gave me advice regarding the pros and cons of my proposed actions. Her advice was comprehensive and easy to understand.
S Weller, Hampshire
I had many pensions from different companies and wanted to get them all in one place. Sarah was excellent in collecting all the information, some many years old and advising the next best action. She is knowledgeable in her advice and communicated well. She made it super easy for me to make some decisions.
K Bushby, Buckinghamshire
My husband and I had a few different pensions that we’d started over the years and we wanted advice on how to combine them and to see if we were financially on track for our retirement. Sarah advised us on the best way forwards and set each of us up with one pension and a financial plan to save for our retirement. Our pension set up is so much simpler. We can now track our pensions performance whenever we want to and we now have peace of mind that we are on track for our retirement.
K Jackson, Berkshire
About us

Protect and Invest is a Chartered firm of Financial Planners based in Newbury, also covering the Basingstoke, Winchester, Reading and surrounding areas. I can meet you at your home, online, at our office, or at one of our meeting rooms in Hursley or Winchester. As an Independent Chartered Financial Planner, I can help you navigate the complex world of pensions and investments and allow you to take control of your future. We will work together to break down the complexities of financial planning and begin an enjoyable journey to reach your goals and protect your future. I will support you and give you the knowledge needed to make better financial choices to help achieve your life goals. I have experience with many different client scenarios and my client relationships are based on honesty and transparency and always putting your needs first, no matter how simple or complex these are. We operate on a fee basis and offer an initial consultation at our expense and without obligation.

Our services

As part of the Protect and Invest team, I am committed to making the world of financial planning accessible to everyone. I advise on all areas, including investments, pensions, estate planning, retirement planning, equity release and protection and have a wealth of experience in these areas. I will hold your hand throughout the process to ensure that you understand the jargon and put a financial plan in place to get you to where you want to be. For independent, verified reviews of my services and to view all my qualifications, please look me up on VouchedFor, Newbury. I have included the link on this profile under 'blog'.

Where to find us
Head office address: 3 Mill Court, Mill Lane, Newbury, RG14 5RE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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