Call: 0238 066 8407

Take control
with our services

At Protection and Investment, we very much
believe that if you fail to plan, you plan to fail.

To give you the most suitable advice and arrange the appropriate products we will guide and help you every step of the way through the financial planning process. This works in the following way:


  • collect relevant information about you and your family;
  • listen to what you want;
  • research the market on your behalf;
  • give our advice, and if you decide to proceed we make the necessary arrangements;
  • review your situation (including investments). Our review service is tailored to your specific needs and is designed to ensure your financial plan continues to meet your needs.

We advise on


  • First Time Buyers, Next Time Buyers and Remortgages
  • Fixed, Variable and Tracker Rates
  • Offset mortages
  • Secured Loans
  • Buy-to-let
  • Equity Release
  • Advice on Affordable Housing
  • Help-to-Buy


  • Personal Pensions, Stakeholder Pensions
  • Occupational Schemes; Final Salary and Money Purchase
  • Auto Enrolment and NEST
  • Sipps, Income Drawdown and Flexible Drawdown
  • Annuities


  • Life Cover
  • Critical Illness Cover
  • Accident & Redundancy
  • Income Protection
  • Health Insurance
  • Buildings & Contents Insurance


  • Fixed Interest Securities; Corporate Bonds and Gilts
  • Investment Bonds
  • Onshore and Offshore Investments
  • Unit Trusts, OEICs and Investment ISAs
  • Structured Capital Investments
  • VCT,EIS, ETFs, Investment Trusts


  • Deposit Accounts; Fixed Term and Instant Access Savings
  • ISAs
  • National Savings & Investments

Later Life Planning

  • Equity Release
  • Long Term Care Insurance
  • Care Fees Planning
  • Inheritance Tax Mitigation

Take control with a FREE initial meeting