Protection and Investment Ltd (P&I) provides independent financial advice to individuals and companies. It began in 1999 following a management buyout of the AA’s financial advisory business when a number of Independent Financial Advisers (IFAs) decided to work together because of their commitment to putting the customer first.
The initial meeting allows both you and our IFAs to gain an understanding of each other’s needs and requirements. We will discuss what you can expect from P&I and any fees which may be incurred so you can make the decision if we are the right company for you before making any commitments. Ultimately we are here to guide you every step of the way so you can feel confident and at ease throughout the financial process.
Ahead of your initial meeting please take the time to read our brochure which provides a flavour of what you can expect.
For more detailed information about the financial planning, products, our advisers and how to contact us, please click on the tabs above.