At Protection & Investment we are focused on delivering solutions that meet your financial needs and aspirations. We will work closely with you to fully understand your personal and financial situation, your ambitions and future requirements. Whether you are looking for advice on investments, retirement, pensions or protection, we offer you an individual financial plan tailored to your personal circumstances. But we don’t just leave it there.
Ongoing Independent Financial Support
We also offer an ongoing service whereby we regularly review your plans to ensure they remain on track and continue to meet with changing needs and life goals.
And, being independent financial advisers, you can rest assured that we’re working on your behalf to find the best product solution, from right across the market.
Saving and investing
Whether you are looking to save regularly or invest a lump sum, we can help.
Planning for Retirement
We can help your carefully saved nest-eggs work harder for your future.
Inheritance and estate planning
Trust planning can offer a highly flexible way to minimise inheritance tax
Income planning in retirement
Retirement is one of the most important aspects of anyone’s life.
Latest News & Articles
- On Friday 24th June 2016, the British public voted, by a small majority, to leave the EU. This landmark vote leaves Britain needing to untangle and re-negotiate forty years of …Read More »
- In his budget speech on 8th July, George Osborne announced that he would be launching major reforms to the way that dividend income is taxed from April 2016. The current …Read More »
- Planning for your Retirement has arguably been given the biggest boost since the introduction of the State Pension in 1909. From 6th April 2015 the relaxation in the rules concerning …Read More »
What our clients think about us
"I knew the importance of investing but needed someone to help me provide a bit of logic and organisation and sense to what I had been doing on quite a haphazard basis. I also needed someone I could trust and someone who I felt understood my investment needs and had my best interests at heart. I found Neil to be extremely professional and very thorough with the recommendations and have found the ongoing, proactive client servicing to be excellent. I feel I am in safe hands.”
"Having met three different IFAs in the Andover area, I chose Neil to give my wife and I financial advise as he was the only IFA that didn’t pre-judge our circumstances and took the time to visit us at home in the evening. We’ve been very happy with the support and advice we have received from Neil and would not hesitate in recommending him to our family and friends.”