P&P Invest - Southampton

P&P Invest: A Comprehensive Overview

P&P Invest is a distinguished financial planning and consulting firm dedicated to providing tailored financial solutions to individuals seeking clarity and confidence in their financial futures. Located at Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom, and easily accessible via telephone at 2380226640, P&P Invest operates with a commitment to personalized service and expert guidance. Their website, pandpinvest.com, serves as a central hub for information and resources, further showcasing their dedication to transparency and accessibility.

Specialties and Expertise

P&P Invest specializes in serving as both a Financial Planner and a Financial Consultant. This dual role allows them to offer a holistic approach to financial management, encompassing everything from retirement planning and investment strategies to estate planning and tax optimization. The firm prides itself on taking the time to thoroughly understand each client's unique circumstances, goals, and risk tolerance. They believe that a successful financial plan is built on a solid foundation of mutual trust and open communication. Their expertise extends to various areas, including:

• Retirement Planning: Helping clients secure a comfortable and financially stable retirement through strategic savings and investment plans.
• Investment Management: Providing guidance on investment selection, portfolio diversification, and risk management to achieve long-term financial growth.
• Pension Advice: Offering specialized advice regarding pension schemes, maximizing contributions, and navigating complex regulations.
• Financial Planning for Individuals & Families: Developing comprehensive financial plans that address the specific needs of individuals and families, including education planning, insurance needs, and legacy planning.
• Tax Planning: Identifying opportunities to minimize tax liabilities and optimize financial efficiency.

Location and Accessibility

The firm’s physical address, Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom, provides a professional and welcoming environment for client consultations. P&P Invest is committed to ensuring accessibility for all clients, offering a wheelchair-accessible toilet and a standard toilet facility. Appointments are highly recommended to allow for dedicated time and attention to each client's needs, ensuring a thorough and detailed discussion of their financial goals. Prospective clients are encouraged to contact the firm to schedule an appointment.

Client Feedback and Reputation

P&P Invest has garnered a consistently positive reputation within the financial services industry, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business, based on 53 reviews. These reviews consistently highlight the firm’s commitment to personalized service, clear communication, and genuine expertise. Many clients appreciate the firm’s ability to explain complex financial concepts in an easily understandable manner, which is particularly beneficial for those who may find financial matters challenging. One client, Ian, specifically praised the firm for its ‘respectful human touch’ and the advisor’s dedication to providing honest, genuine advice, rather than focusing solely on fees. This sentiment reflects a core value of P&P Invest – prioritizing the client’s best interests above all else. The feedback strongly suggests a dedication to building long-term relationships based on trust and mutual respect. It’s clear that P&P Invest actively cultivates a client-centric approach, fostering an environment where individuals feel supported and confident in their financial decisions.

Additional Points of Interest

Beyond its core services and convenient location, P&P Invest demonstrates a commitment to client comfort. The firm prioritizes accessibility, ensuring a comfortable and welcoming environment for all visitors. A dedicated appointment system allows for focused consultations, facilitating a deeper understanding of each client’s unique situation and goals. The firm's proactive approach to client communication and ongoing support further reinforces its dedication to providing a superior financial planning experience. The team at P&P Invest consistently strives to exceed client expectations, building lasting relationships founded on trust and integrity. Their dedication to providing clear, concise advice, combined with their commitment to accessibility and personalized service, positions them as a valuable resource for individuals seeking sound financial guidance. The consistent positive feedback underscores the value they bring to their clients’ financial wellbeing.

👍 Reviews of P&P Invest

Ian M.

5/5

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.

Jason E.

5/5

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.

David C.

5/5

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.

Jon

5/5

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.

Martyn L.

5/5

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.

Jeff M.

5/5

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.

Catherine K.

5/5

My late husband was recommended P&P Investments for our Pension Planning as the regulations changed a few years ago, we decided on Pension Drawdown and high calibre advice was required as Final Salary schemes were involved. Our trust and sense of security in Philip was instantaneous. His knowledge and expertise in Investments proved indispensable with our Portfolio benefitting well from his shrewd reaction to the Markets as and when required.

Since being on my own I have continued to have the utmost faith that Philip will continue to look after my Investments and give me solid, dependable common-sense advice on all my financial matters.

I could not recommend Philip Pearson and the Team at P&P Investments more highly, thank you.

Chris K.

5/5

My wife and I have used P&P Invest for many years - at least 20 - and have been very pleased with the results for us. The knowledge and experience provided by the company to maximise our investments has proved life-enhancing.