Ross Brooke Financial Services

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Protect and Invest is the new name for Ross Brooke Financial Services.

Click here to visit our new website www.protect-invest.com


We would like to let you know about some very exciting and positive changes that have taken place at Ross Brooke Financial Services recently.

What Has Changed

  • Firstly, we have now completed a management buyout, and as a result Michael Roberts has become a Director and shareholder of the firm, working alongside founding Director and shareholder, Melvin Czapalski.
  • To mark this change, Ross Brooke Financial Services has changed its name to Protect and Invest Ltd.
  • We are redesigning our website, which will include regular articles on interesting and topical issues.
  • We are introducing a secure Client Portal which will enable you to log in to our server at any time and obtain up to date valuations on your portfolio, along with other key plan information.
  • We are currently developing an enhanced client service proposition which, combined with the new Client Portal, will help to improve the service we offer you. We will be in touch again shortly with further details.

We believe these changes will give us greater independence to work closely with other professional firms such as solicitors and accountants, as well as the freedom to tailor our service more closely to the needs of our clients.

What Hasn’t Changed

Despite these changes, I am sure you will be pleased to know that some things will not change:

  • We have maintained our status as Independent Financial Advisers.
  • We remain absolutely committed to providing the highest possible level of service to all our clients.
  • You will still have the same adviser as before, with a team of support staff on hand to assist if necessary.
  • We continue to work very closely with Ross Brooke Chartered Accountants as before.
  • Other than our email address (see enclosed business cards, our contact details remain the same.


Refer a Friend
To celebrate the launch of our new name, we are offering £50 gift vouchers for anyone you refer to us during June and July 2010 who subsequently becomes a client. If you know of a friend, family member, colleague or other associate who you feel would benefit from the services that we provide, please let us know.

We hope you will find these changes will enable us to continue to improve the service we can offer to you, and we look forward to continuing to work with you.

Protect and Invest Ltd is authorised and regulated by the Financial Services Authority under reference 469073. The Financial Services Authority does not regulate Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please be sure to visit our legal declarations pages.


Client Portal Login      Client Portal Demo      Sample Annual Report



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