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Financial Advice...
Pure and simple

Invest Protect Insure provides financial advice and planning, in plain English, to people
who want to ensure they make the right financial decisions at the right times and at the
right cost. It's simple!

Business Woman

Aquisitions

The Retail Distribution Review has radically changed the way in which many IFA’s operate their business. Invest Protect Insure ltd is keen to hear from any advisers, in the Cheshire/Midlands/Northwest area, that are interested in hearing suggestions about how we can help you achieve your own personal goals. Either by way of employment or acquisition.

We believe we have the ideal business model which will is perfectly placed to take advantages of the opportunities pre and post RDR, with the majority of our loyal clients already on various levels of recurring income streams.

We believe we have the solution for smaller IFA practices and individual Advisers in the Northwest, Cheshire, and the Midlands. Take a look below and see if any of the following comments reflect your current feelings:-

  • You did not achieve the qualifications to continue to offer investment advice from 2013 onwards?
  • You have an established client bank but haven’t the time or desire to segment and actively market to them?
  • You want your key clients to receive a quality, honest and trustworthy service after you have retired?
  • You cannot get a cash sale for your business as you have little on recurring income and there is too short a period to change your business model?
  • If some or all of these apply we may be able to work together to our mutual benefit, increasing our ultimate client base and generating on-going income and increased value for you.

Do you have a suggestion regarding your client base? Get in touch we would love to hear from you.

Email: leehughes@investprotectinsure.co.uk

All enquiries are dealt with in the strictest confidence.