Delivering Quality Impartial
Financial Advice Building long-lasting
relationships with our clients Committed & Unmatched
Level Of Service We’re Here To Support You
Each Step Of The Way FIND OUT MORE

At Protection & Investment Limited (PIL), we pride ourselves on delivering quality impartial advice to individuals and companies.

We’ve always liked the analogy of the conker. Safely protected from unknown events by its shell with all the potential to grow from a tiny sapling to a magnificent tree.

We offer the same to our clients; we don’t only advise on investments which are meant to grow, we also pride ourselves in providing personal and business protection, safeguarding you against unknown events.

As a firm of Independent Financial Advisers, we are able to give advice on a wide variety of financial products from securing a mortgage offer needed to purchase your new home to an insurance plan that protects those most important to you. We also advise on how to cultivate the best environment for your investments and pensions. So, whether your aim is to preserve and grow your assets, manage your retirement, protect your assets or income, or invest in a new home, we will tailor our advice to provide the best solution for you.

All of our advisers are professional and friendly, personalising their advice to you, to ensure its suitability.

By listening to your future plans, we are able to offer a financial solution that will help you realise your aspirations, and where financial products are appropriate, we search the whole of the marketplace to source the most cost efficient result to meet your needs.

Our Financial Services

To give you the most suitable advice and arrange the appropriate products we will guide and help through the financial planning process.

Find your Adviser

All our financial advisers are qualified and adhere to both the ethical and regulatory requirements of the FCA.

Our Office Locations

We believe in a personal approach. Find the PIL office that is nearest to you and meet up with one of our knowledgeable advisers.

Here’s what our clients say about us

“We were very happy with the service and the depth of information provided by Andrew and would happily recommend him (and have done so).” Mr R

for Andrew Miles

“Tom was absolutely fantastic, as first time buyers we knew nothing. Everything was clearly explained to us and he made the process a lot less stressful than it could’ve been. He told us all options available before honing in on which options are best for our situation. Highly recommend him to everyone. Thank you Tom!” Miss S

for Tom Ward

“Excellent, clear advice from Stephanie, with proactive customer-focused proposals based on an excellent understanding of my needs and objectives. After agreeing the plan, all changes were then very well executed and I was kept informed throughout. I feel very supported by Stephanie at all times.” Mr M

for Stephanie Greenhalgh

“We have always valued Mark Bridgland’s advice and his ability to explain things.  We respect and trust his judgement.” Mr & Mrs G

for Mark Bridgland

“Zeba has been brilliant and is always my first call for any mortgage related matters.” Mr C

for Zeba Usmani
“Maximilian has been a strong support and very dependable during this process. I feel without him, this would have been a much more stressful time. He’s always kept us updated and informed.” Mrs J
for Maximilian Beagley

“I cannot thank Kelly enough for all her hard work throughout this process. Every email I sent was answered and never felt like my questions were silly. She had meetings with us when it as best for us and she made the experience less stressful. Thank you so much from both of us.” Miss H

for Kelly Hughes

“I was very pleased with a thorough, personal and pro-active service and would recommend Nick to anyone.” Ms B

for Nick Illingsworth

“Paul is fantastic, very knowledgeable and great at giving advice.  Will have no hesitation in using his services again in the future.” Mr & Mrs S

for Paul Janes

“Ian went above and beyond the call of duty and care to help me as a first time buyer. He has been not only informative but very supportive during the complicated process. I am so very thankful.” Miss W

for Ian Batchelor

“I have known John for many years and always seek advice and guidance from him.  I trust in his ability to provide proven knowledge and experience when reviewing my requirements.” Mr R

for John Walls

“Dan always takes the time to fully explain everything and comprehensively answers my questions.  I never look back and think did I do the right thing and pick the best option.” Mr B

for Dan Read
“Neil was really good to work with, very quick to respond and always happy to help, whether over phone or email.  Would definitely recommend!” Mr T & Miss A
for Neil Baker

“Ian was brilliant, explained everything as clear as possible; made the entire process stress-free.  Would recommend his services to anyone.” Mr K & Miss G

for Ian Crossan

“Martin was tireless in providing us with support in all our queries and never stopped looking for solutions to problems created by other parties in this process.” Ms B & Mr S

for Martin Fairchild

“Michael has steered me & my finances for the last 20+ years with kindness, professionalism and sound advice.” Mr T

for Michael Schult
“Thank you for making the whole process so quick and painless, I am so happy in my new home.” Miss E
for John Fairchild

“Steve is a brilliant, thoughtful and considered adviser – great attention to detail and has returned us great results over several years.” Mr D

for Stephen Danks

“Neil provides a professional service and every detail is clearly explained. If I have any questions they are promptly answered.” Mr M

for Neil Ledbrook

“Excellent service, advice and support. Fully confident in Mr Beagley and his service. Would strongly recommend.” Mr P

for Robert Beagley
“Just a quick note to thank yourself and Sharon for the work that you carried out in order to arrange an appropriate Care Fee Plan for my wife.  The eventual cost was significantly competitive thanks to your guidance and advice, and this has allowed me to retain significant funding on my wife’s behalf to cover other care liabilities which will occur, and enables me to plan ahead for her with confidence.  Thanks also for finalising the matter during an exceptionally difficult period caused by the current National Emergency.” Mr W
for Daniel Kasaska

“Lorna was lovely and brilliant – also happy with provider.” Mr S

for Lorna Illingsworth

“Stephen has always been a first class financial adviser whose guidance has always been clear, and I believe firmly in my best interests.  His knowledge and vast experience is invaluable!!” Mr & Mrs F

for Stephen Hatherall

To contact any of our advisers direct please click on any advisers link on the PIL Advisers page. Alternatively please complete your details in the form below and we will contact you directly: