Investment Services
Protect and Invest Ltd
Protect and Invest Ltd is a UK-based company that offers investment and financial services. With a focus on providing clients with the tools and knowledge they need to make informed investment decisions, Protect and Invest Ltd is committed to helping individuals and businesses achieve their financial goals. Whether you're looking to invest in stocks, bonds, or other assets, Protect and Invest Ltd can provide the expertise and guidance you need to succeed. Contact them today to learn more about their investment services and financial solutions.
Introduction to Protect and Invest Ltd
Protect and Invest Ltd is a financial services company based in Newbury, England. The company was founded with the aim of providing top-notch investment services to individuals and businesses alike. What makes this company unique is its commitment to delivering tailored investment solutions to meet the specific needs of each client.Services & Products
Protect and Invest Ltd offers a range of investment services, including portfolio management, investment planning, and retirement planning. They also provide financial planning services to help clients achieve their financial goals. Customers can expect to receive personalized advice from experienced financial advisors.Location
Protect and Invest Ltd is located in the heart of Newbury, a vibrant town in the county of Berkshire. The area is home to a variety of businesses, including retail shops, restaurants, and cafes. Customers can expect to experience a friendly and welcoming atmosphere in the town. The nearest public transportation options are the Newbury train station (0.7 miles), the Newbury Racecourse bus stop (0.2 miles), and the Newbury Wharf canal boat trips (0.5 miles).Benefits
Customers should choose Protect and Invest Ltd because of their commitment to delivering personalized investment solutions. The company's team of experienced financial advisors work closely with each client to understand their unique financial needs and goals. Additionally, the company has a proven track record of achieving excellent investment results for their clients.Good to Know
Customers should be aware that Protect and Invest Ltd charges a fee for their services. However, this fee is transparent and is agreed upon with the client upfront.Reviews
Customers have praised Protect and Invest Ltd for their exceptional customer service and personalized investment advice. Many customers have reported excellent investment results and have recommended the company to others looking for reliable financial services.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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financial education
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wealth management
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asset allocation
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risk management
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insurance services
FAQ
What types of investment products do you offer?
At Protect and Invest Ltd, we offer a variety of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments such as real estate and commodities.What is your minimum investment amount?
Our minimum investment amount is £10,000 for most of our investment products. However, this may vary depending on the specific investment product and the needs of the client.What fees do you charge for your services, and how are they calculated?
We charge fees for our investment services based on the assets under management (AUM) of each client's portfolio. Our fees typically range from 0.5% to 2% of AUM annually. These fees cover the cost of managing and monitoring the portfolio, as well as providing ongoing support and advice to our clients.Can you provide examples of past performance for your investment portfolios?
We are proud of the strong performance of our investment portfolios over the years. However, we cannot guarantee future results. We encourage our clients to review our historical performance data and to speak with our investment professionals to discuss their investment objectives and risk tolerance.How do you develop an investment strategy for your clients?
We work closely with each client to develop a personalized investment strategy based on their individual goals, risk tolerance, and investment timeframe. Our investment professionals use a variety of analytical tools and research to identify potential investments and to monitor market trends and economic conditions. We also regularly review and adjust our clients' portfolios to ensure they remain aligned with their investment objectives.Reviews
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Steve Sessions
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!
29-05-2021
