Ross Brooke Financial Services

At Protect and Invest we have a wealth of experience in a wide range of financial planning areas. Whatever assistance you require, and no matter how complex the scenario, we are sure to be able to help or know someone who can. We frequently work closely with solicitors and accountants to dovetail our advice to ensure the best possible outcome for our clients.

The main areas in which we operate are as follows:

Services for individual clients

Lump sum investments
Regular savings plans
Offshore investments
Pensions and retirement planning
Options at retirement
Life cover, critical illness cover and family protection
Income protection
Private medical insurance
Inheritance tax planning
Capital gains tax planning
School fees planning

In addition to advising private individuals, we also offer advice to sole traders, partnerships and limited companies in the following areas.

Services for Corporate Clients

Key man protection
Shareholder protection
Group Personal Pensions and Stakeholder Pensions
Group Private Medical Insurance
Group life cover and income protection
Employee benefit packages
Corporate investments