P&P Invest

Kevin at P and P Invest was very helpful in assisting me with pension plan advice. He explained the process to me in clear terms, discussed the various options available and assisted me with the paperwork. A very positive experience and would definitely recommend. Will certainly use again in the future.

Used P&P for pension advice. I worked with Kevin who was amazing, offering advice and guidance in a way I could fully understand. Being dyslexic I often find financial issues complicated and stressful, but Kevin was understanding and patient. The most important part of the service for me was the respectful human touch that is sadly lacking nowadays, it wasn't about fee's and what was in it for him it was honest genuine advice. Can't thank you enough for your time, advice guidance and support. 100% recommend P&P and Kevin and wouldn't use anyone else for future needs. Ian.

I have been a client of Philip Pearson for almost 20 years. Initially on behalf of my widowed mother where he simplified my father’s slightly random collection of privatisation stocks, gilts etc into a diversified portfolio for her which ensured she was comfortable in her assisted living flat and then retirement home. He was at pains to ensure she was well briefed on the approach and outcomes during face to face meetings. He then looked after my investments and personal pension as well as my two daughters’ smaller pots. He is experienced at predicting the turns of the markets and ensuring your portfolios are adjusted accordingly. I trust his advice and have benefitted accordingly. His and his team’s administration is efficient and his chosen investment platform (Transact) provides good online access and a wide range of reports for checking progress, tax etc. I have recommended him to friends and colleagues, all of whom have been grateful for the recommendation.

Signed up with P&P Invest following recommendation from a work colleague 4 years ago, and Philip Pearson has provided a great service as our financial advisor. Always receive very quick responses to any queries, and very pleased with the management of my investments. Thoroughly recommend.

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.

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.

My wife and I have been clients of P&P Invest since 2012. My in-laws introduced us to the firm as they had been happy clients for many years previously. As with my in-laws, my wife and I have been very happy with the investment management, regular reviews and service we have received from P&P Invest and we would not hesitate to recommend them to others.