Protect Preserve & Prosper

What we do

  • Protect Preserve & Prosper provides Independent Financial Advice in North Shropshire, North Wales and the surrounding areas, most of our clients live in Whitchurch, Wem, Malpas, Ellesmere, Oswestry, Nantwich, Market Drayton and Shrewsbury. 
  • We provide a range of financial services but most clients ask us for advice on Investments, Pensions, Annuities, Flexi Access Drawdown, Inheritance Tax and funding Care costs.
  • Our popular 'Repair or Replace' service provides a financial check-up for existing Pensions and Investments designed to give peace of mind.
  • If you are looking for a friendly, professional financial advice then we will work well together.

Who we advise

  • People who have a concern about an existing pension or investment.
  • People who are approaching retirement and need support or advice through the process.
  • People who are looking to build up or have built up pensions and investments and need tax/investment strategy advice.
  • People who are concerned about Inheritance tax looking for advice on options and solutions.
  • People needing support or advice for Wills, Powers of Attorneys and Trusts.
  • People who need support or advice for Care costs for themselves or relatives.
  • We provide unbiased, independent financial advice for each generation of your family.

Why Independent Financial Advice?

  • An Independent Financial Adviser acts on your behalf not on behalf of a company which manufactures or sells financial products.
  • An Independent Financial Adviser provides advice on products and services from the whole market place.
  • An Independent Financial Adviser can provide financial advice that is not dependent upon you purchasing a new product - you may need 'advice' but not always a new product. 

How we charge

  • We are upfront and transparent about our advice charges.
  • We charge fixed amounts and agree them with you so you don't get any surprises.
  • With charges agreed with you in advance it ensures you only get charged for what we do for you personally and you can then judge the true value of any service or advice we provide.
  • Advice that matches your needs and stands the test of time is never expensive .

The Financial Conduct Authority does not regulate Tax Advice, Trust Advice or Will writing.