Your Personal Adviser, On Your Terms
Who we are
P&P Invest is a leading independent wealth management firm based in Southampton, Hampshire. Established over 20 years ago, we have built a reputation for providing bespoke, impartial financial advice to individuals and businesses in the South of England.
What we believe in
We believe that everyone deserves access to clear, independent financial planning that is tailored to their individual needs and goals. Our approach is based on:
- Impartiality: We are not tied to any specific products or providers, allowing us to recommend the best solutions for each client.
- Bespoke service: We take the time to understand your unique situation and goals, and create a personalized plan that aligns with them.
- Accessibility: We make the planning process simple and straightforward, using clear and concise language.
What we offer
Our comprehensive range of services includes:
Wealth Management
- Portfolio management & review
- Investment planning & execution
- Estate planning & inheritance
- Tax planning & mitigation
Pensions
- Pension scheme reviews & consolidation
- Retirement planning & growth strategies
- Pension protection & drawdown strategies
Investments
- Discretionary & advisory portfolio management
- Regular investment reviews & reporting
- Access to a wide range of investment options
Other services
- Trust & succession planning
- Care planning & inheritance management
- School fee planning & mitigation
Our process
Our planning process is client-centered and begins with a free initial consultation. During this consultation, we will:
- Gather information about your financial situation and goals
- Discuss your concerns and aspirations
- Review your current financial plan
- Explain our recommendations and fees
Why choose P&P Invest?
Our clients choose us because:
- We provide impartial and unbiased advice.
- We are highly experienced and qualified professionals.
- We offer customized and personalized plans.
- We prioritize open communication and transparency.
- We are passionate about helping our clients achieve their financial goals.
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