P&P Invest is one of the south of England's leading firms of independent financial advisers specialising mainly in providing financial advice for private clients. The vast range of investments and financial products on the market can be quite overwhelming, but with the comprehensive databanks and analytical resources at our disposal, P&P Invest takes all the hard work out of assessing and evaluating the choices available.
Services
The majority of personal wealth management firms tend to be part of a group or linked to a larger, umbrella organisation. This tends to mean that you and your money will be pooled with many other clients and invested in a common portfolio. That does not happen at P&P Invest. Because P&P Invest is fully independent and autonomous, we are able to offer you a truly individual service and a faster response.
A high level of trust and understanding between you and your adviser is central to our ability to provide you with the best possible service. For that reason we aim to ensure that you always speak to the same adviser, not only at each consultation, but also whenever you contact us to discuss any aspect of your financial affairs.
Reviews (11)
Shirley Mccormick
Mar 19, 2023
My husband and I went to see Kevin with little idea of what to do with our pension.
Kevin was amazing he helped us understand the pension got us the best deal going, and generally couldn't do enough to help us, We would HIGHLY recommend P and P Invest,
The staff are lovely people, and the cup of tea was good!!
this company are " User Friendly"
Pete and Shirley McCormick
Kevin was amazing he helped us understand the pension got us the best deal going, and generally couldn't do enough to help us, We would HIGHLY recommend P and P Invest,
The staff are lovely people, and the cup of tea was good!!
this company are " User Friendly"
Pete and Shirley McCormick
Neil Dewey
Dec 02, 2021
Another outstanding 6 months of results. In the 20 plus years that Philip Pearson has managed our investments we have seen good and sometimes spectacular growth. More particularly he has managed to maintain this during periods of financial crisis in direct contrast to our experiences with other advisors. Clear unblinking advice, delivered promptly. Always a pleasure to hear from him.
Gary Holmes
Nov 07, 2021
Natasha Still
Oct 12, 2021
Marianne Hayes
Oct 03, 2021
Phillip is very professional, and approachable at the same time, and delivers what he offers. He gives good advice and follows the market closely and regularly, so to provide the best return. I am amazed by the excellent performances with transact this year! I am particularly happy that my investments go to sustainable companies.
Martyn Lucas
Aug 10, 2021
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.
Keith Moir
Jul 25, 2021
I have been with this company since it's start-up. I have found Kevin to be most professional in all the dealings we have had. The office staff are also very helpful and they make a good cup of coffee. Apart from one small blip, my investments have shown sustained growth over the years. I thoroughly recommend this company.
Lita Buckley
Jul 23, 2021
Kevin and his team have been looking after our investments for many years now. Giving us the best advice at all times leading up to my husbands retirement 4 years ago ensuring that our investments were well invested giving us the best returns. I retired last year and once again leading into this advised me of the best options available. Excellant services at all times
Martin Howarth
Jul 22, 2021
Kevin and his team manage our company group pension and provide individual investment advice to our team. Kevin provides an excellent and personalized service and keeps in regular touch with us. He promptly advises of any potential impact on our investments as a result of a changing economic landscape. I have seen regular positive growth while working with Kevin and highly recommend P&P investments.
Jeff M.
Jul 13, 2021
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.
Robin R. P.
Mar 04, 2021
P&P have looked after our investments for over 20 years. They are one of the only truly independent investment advice firms left, with no ties to any fund managers or investment platforms. As such, their recommendations and advice are truly impartial. The returns and growth they have achieved for us have never fallen below the benchmarks, and they have always been quick to react and take proactive action when economic or political circumstances change - much quicker than a larger firm. I can recommend them wholeheartedly.
