P&P Invest - Southampton

Address: Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom.
Phone: 2380226640.
Website: pandpinvest.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 53 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of P&P Invest

P&P Invest Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom

☎️2380226640

⏰ Open Hours of P&P Invest

Monday: 8 am–4 pm
Tuesday: 8 am–4 pm
Wednesday: 8 am–4 pm
Thursday: 8 am–4 pm
Friday: 8 am–4 pm
Saturday: Closed
Sunday: Closed

P&P Invest is a distinguished financial planning and consulting firm dedicated to providing comprehensive and personalized financial solutions. Located at Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom, and reachable at Phone: 2380226640, P&P Invest operates with a commitment to client success and a deep understanding of the complexities of modern finance. Their website, Website: pandpinvest.com, serves as a valuable resource for prospective clients seeking detailed information about their services and approach.

Specialties and Services

P&P Invest specializes in acting as a Financial Planner and a Financial Consultant. This dual focus allows them to cater to a diverse range of client needs, from initial financial assessments and retirement planning to investment management and estate planning. They pride themselves on offering bespoke strategies tailored to each individualâs unique circumstances, goals, and risk tolerance. The firmâs expertise extends to various financial areas, including:

Pension Advice: A significant portion of their clientele utilizes P&P Invest for expert guidance on navigating the complexities of pension schemes, ensuring optimal accumulation and withdrawal strategies.
Investment Management: They provide tailored investment portfolios designed to align with client objectives and risk profiles, incorporating a range of asset classes.
Retirement Planning: P&P Invest assists clients in developing robust retirement plans, considering factors such as longevity, lifestyle aspirations, and potential income needs.
Estate Planning: They offer support in structuring estates efficiently, minimizing tax liabilities, and ensuring the smooth transfer of assets to future generations.

Location and Accessibility

The firmâs physical address at Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom, provides a professional and accessible location for client meetings and consultations. Toilet facilities and a wheelchair-accessible toilet are available on-site, demonstrating a commitment to inclusivity and accessibility. Appointments are strongly recommended to ensure sufficient time is allocated to thoroughly understand each clientâs needs and develop a suitable strategy. The firmâs team understands that financial matters can be particularly stressful for some individuals, particularly those with conditions like dyslexia, and strives to create a comfortable and supportive environment.

Client Feedback and Reputation

P&P Invest has garnered a strong reputation within the financial community, reflected in its impressive Average opinion: 5/5 rating on Google My Business, based on 53 reviews. These reviews consistently highlight the firmâs dedication to providing clear, understandable advice and a truly personalized service. A recurring theme within the feedback is the emphasis on the respectful human touch â a crucial element often missing in todayâs digitalized financial landscape. Clients appreciate the genuine interest demonstrated by advisors, who prioritize understanding their clientsâ individual circumstances and concerns above all else. One client, Ian, specifically noted the value of having an advisor who could explain complex financial concepts in a way that was easily digestible, even for someone with dyslexia. This underscores the firm's commitment to client education and empowerment. The focus is always on building long-term relationships based on trust and mutual understanding, rather than simply pursuing sales targets.

Key Features and Benefits

Personalized Financial Strategies: Each client receives a bespoke plan tailored to their specific needs and goals.
Experienced and Qualified Advisors: The team comprises highly skilled and experienced financial planners and consultants.
Transparent Fee Structure: P&P Invest operates with a clear and transparent fee structure, ensuring clients understand exactly how their investment is being utilized.
Ongoing Support and Monitoring: Clients benefit from ongoing support and regular portfolio reviews to ensure their plans remain aligned with their evolving circumstances.
Commitment to Client Education: P&P Invest prioritizes client education, empowering them to make informed financial decisions.

In essence, P&P Invest offers more than just financial advice; they provide a comprehensive partnership built on trust, understanding, and a genuine commitment to their clientsâ long-term financial well-being. Their dedication to accessibility, combined with their exceptional client service, makes them a trusted choice for individuals seeking expert financial guidance.

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👍 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.

bill &. S. S.

5/5

We have entrusted our financial affairs for many years to P&P Invest and continue to feel that they are in safe hands and well managed

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.