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Welcome to Invest & Protect

Good independent financial advice can be very hard to find. However here at Invest & Protect ltd are truly independent financial advisers. As a result all our advice is also independent from any life insurance company or investment company. We are also not affiliated with any life insurance company or financial institution.

All this means that you can be happy in the knowledge that your specific needs are being met in a totally impartial manner.

In addition, with the choice of how to pay for our services, either by fees only, fees and commission, or just commission only, it also means that the costs for our services should not be prohibitive, therefore quality advice is not the preserve of the rich.

You will see from the services tab above, that we offer a wide range of services such as mortgages, life insurance, pensions, savings, investments, wealth management and investment planning. We even offer taxation advice such as inheritance tax planning. In addition we cater for the little people in your life with school fees planning, baby bonds and child savings plans.
  It should be noted that the majority of our business is carried out over the internet, by phone, fax and email, so location is of very little importance. Whilst we do have offices and we welcome our clients please do not feel that distance is an issue.

So no matter where it is you live or work here at Invest & Protect LTD we can still help with those important monetary decisions you need to make.

Calling all Financial advisors
If you are a tied financial adviser or an IFA and based on or near the Wirral and you are looking for an alternative place and people to work with then get in touch now, we are currently recruiting. We offer above average excellent terms, office, phones, software and support.

For more information contact us on 0151 632 6666
 
  Invest & Protect Ltd registered office 45 Market Street Hoylake Wirral registered in England and Wales Registration number 4566052 - Invest & Protect Ltd is authorised and regulated by the Financial Services Authority under firm reference number 439830. The financial services authority does not regulate inheritance tax planning.

Resources
For all our sanctions checks we use -Sanctions List