Our Services
We provide a holistic financial planning process based on your individual circumstances and stage of life. More than just a one-off product provider, we’re here to support you through each stage.
How our services work
• We 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.
All the latest financial information
At Protection and Investment Limited, it is our aim to provide our clients, prospective clients and their families with a newsletter that they will wish to read by bringing you up to date with changes in legislation and special offers.