Protect Preserve & Prosper

Investment Services

Protect Preserve & Prosper provides Independent Investment 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 understand that finding the right adviser can be a daunting and confusing process so we aim to make it as straightforward as possible.

Our Independent investment service is surprisingly personal, we are happy to have an informal chat over the telephone about your investment needs or concerns, and are as keen to make sure we can help you, as you are to find the right adviser - 

Whether you’re new to investing, reviewing existing investments, an experienced investor seeking alternative strategies or simply looking for a guiding hand or 2nd opinion we are confident we can add value. 

You may find our 'Repair or Replace service' of benefit. This is a cost effective way to provide you with peace of mind by checking your older existing investments remain suitable for your needs or whether more modern plans would fit your better or have lower charges.

Making the most of tax allowances, tax incentives and tax wrappers can make a substantial difference to your investments performance, reviewing and updating them is a very common and popular service we provide.

We are professional, friendly, approachable and happy to answer any questions you may have without obligation. 

Our aim is to become your trusted adviser.   

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance
Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor.