P&P Invest - Southampton

Ian M.

Used P&P for pension advice. I worked with Kevin who was amazing, offering advice and guidance in a way I could fully understand. Being dyslexic I often find financial issues complicated and stressful, but Kevin was understanding and patient. The most important part of the service for me was the respectful human touch that is sadly lacking nowadays, it wasn't about fee's and what was in it for him it was honest genuine advice. Can't thank you enough for your time, advice guidance and support. 100% recommend P&P and Kevin and wouldn't use anyone else for future needs. Ian.

Jason E.

Kevin at P and P Invest was very helpful in assisting me with pension plan advice. He explained the process to me in clear terms, discussed the various options available and assisted me with the paperwork. A very positive experience and would definitely recommend. Will certainly use again in the future.

David C.

Signed up with P&P Invest following recommendation from a work colleague 4 years ago, and Philip Pearson has provided a great service as our financial advisor.

Always receive very quick responses to any queries, and very pleased with the management of my investments.

Thoroughly recommend.

Jon

I have been a client of Philip Pearson for almost 20 years. Initially on behalf of my widowed mother where he simplified my father’s slightly random collection of privatisation stocks, gilts etc into a diversified portfolio for her which ensured she was comfortable in her assisted living flat and then retirement home. He was at pains to ensure she was well briefed on the approach and outcomes during face to face meetings.
He then looked after my investments and personal pension as well as my two daughters’ smaller pots.
He is experienced at predicting the turns of the markets and ensuring your portfolios are adjusted accordingly. I trust his advice and have benefitted accordingly. His and his team’s administration is efficient and his chosen investment platform (Transact) provides good online access and a wide range of reports for checking progress, tax etc.
I have recommended him to friends and colleagues, all of whom have been grateful for the recommendation.

Martyn L.

For over 10 years Kevin successfully managed various Trusts assets with me. Always available to discuss individual and different requirements either on the telephone, with written reports and at least in half yearly meetings. Being so impressed he has also handled my personal assets/investments in a like vein for which I am immensely grateful. Makes my retirement far more relaxed knowing all is in good hands. He deals professionally with all my "suggestions"!! No hesitation in recommending P & P to others.

bill &. S. S.

We have entrusted our financial affairs for many years to P&P Invest and continue to feel that they are in safe hands and well managed

Jeff M.

I had no real history of investing before I was put in touch with P & P Invest following a redundancy at work. They were able to explain my immediate options and help me add security to my families new situation. Over the years they have made excellent suggestions about retirement planning at a risk level that matched my requirements. Having now been retired for 7 years, I can thoroughly recommend them for their professionalism, friendliness and knowledge over the years. Many thanks to all, particularly Kevin whom we dealt with from day one.

Catherine K.

My late husband was recommended P&P Investments for our Pension Planning as the regulations changed a few years ago, we decided on Pension Drawdown and high calibre advice was required as Final Salary schemes were involved. Our trust and sense of security in Philip was instantaneous. His knowledge and expertise in Investments proved indispensable with our Portfolio benefitting well from his shrewd reaction to the Markets as and when required.

Since being on my own I have continued to have the utmost faith that Philip will continue to look after my Investments and give me solid, dependable common-sense advice on all my financial matters.

I could not recommend Philip Pearson and the Team at P&P Investments more highly, thank you.