Protect and Invest Ltd - Newbury

Introduction to Protect and Invest Ltd

Protect and Invest Ltd is a reputable financial planning company located at 3 Mill Ln, Newbury RG14 5RE, United Kingdom. Established to guide individuals through the complexities of financial planning, this company has been providing tailored solutions to meet clients' unique needs and objectives. With a dedicated team led by the experienced Sarah Blyth, Protect and Invest Ltd has earned a stellar reputation for delivering exceptional service and results.

Specialties and Services Offered

• Financial planner: The company specializes in offering comprehensive financial planning services, including pension management, risk assessment, and investment guidance.

Accessibility and Other Points of Interest

Protect and Invest Ltd is committed to ensuring that all clients can access their services comfortably. The facility features a wheelchair-accessible car park, entrance, and toilet, making it convenient for individuals with mobility concerns. However, it is recommended to schedule an appointment before visiting the office.

Client Reviews and Testimonials

The company has garnered a strong positive reputation among its clients, as evidenced by its 5/5 average rating. One satisfied client shared their experience working with Sarah Blyth, stating that they were "very happy to recommend" her for her expertise in consolidating multiple pensions and understanding their financial objectives and risk tolerance. The client also praised the recommended investment vehicle that produced excellent results and simplified their financial management.

Why Choose Protect and Invest Ltd

Protect and Invest Ltd stands out from other financial planning companies due to their personalized approach, exceptional customer service, and proven track record of success. With a focus on understanding each client's unique financial situation and goals, the team at Protect and Invest Ltd is well-equipped to develop tailored strategies that optimize financial growth and security.

Contact Information and Final Recommendation

For more information about Protect and Invest Ltd or to schedule a consultation, you can reach out through their website: protect-invest.com. You can also contact them directly at their office number: 1635800820.

👍 Reviews of Protect and Invest Ltd

Steve S.

5/5

Very happy to recommend Sarah Blyth for having helped pull multiple pensions of mine together to make them easier to manage. Also fully understood my objectives and elements of risk taking.

Sarah recommended an ideal vehicle to transfer one of the funds to which has produced excellent results so far and made my life so much easier.

Thanks Sarah!