Protection & Investment Ltd - Romsey

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Protection & Investment Ltd - Romsey Independent financial advice from your local team at Protection & Investment Romsey.

Protection & Investment Ltd is an Independent Financial Adviser which is authorised and regulated by the Financial Conduct Authority Reg No 222993

While Dave is away … it’s down to us 3 Musketeers to hold the fort! 😂⚔️Don’t worry though, it’s business as usual at Pro...
28/09/2026

While Dave is away … it’s down to us 3 Musketeers to hold the fort! 😂⚔️

Don’t worry though, it’s business as usual at Protection & Investment Romsey, and despite what the photo might suggest, we are NOT having a liquid lunch on a Monday 🍷😂

We’re here, working hard (promise!) and ready to help with any queries around mortgages, later life lending, personal & business protection, pensions and investments.

For more information about how we can help, take a look at our website below 👇🏼

Protection & Investment Romsey Visit our website⁠ https://financialadviserhampshire.com/

🔥 BUSINESS OWNERS — are you actually looking at how you support your employees?Because employee wellbeing can be SO much...
18/09/2026

🔥 BUSINESS OWNERS — are you actually looking at how you support your employees?

Because employee wellbeing can be SO much more than simply having private medical insurance in place.

Peppy provides dedicated menopause support, helping employees going through perimenopause or menopause access:

📱 1-to-1 support with menopause practitioners
📞 Video or phone consultations
🧠 Support with symptoms, mental wellbeing and brain fog
💪 Health and wellbeing programmes
❤️ Personalised, confidential support

And for a business owner, that matters.

Menopause doesn’t clock out when someone clocks in. 🙃

Supporting your team through different stages of their lives can help create a workplace where people genuinely feel valued, understood and looked after.

Because looking after your people isn’t just good for them — it’s good for business too. 💚

Want to explore the support and benefits available for your employees?

Drop me a message and let’s have a chat. ☕️

☀️ Protection & Investment Summer Conference 2026 ☀️Turns out we don’t just talk protection, mortgages, investments and ...
09/09/2026

☀️ Protection & Investment Summer Conference 2026 ☀️

Turns out we don’t just talk protection, mortgages, investments and pensions… we’re also pretty good at having a laugh! 😂🥂

A brilliant Summer Conference with the Protection & Investment team, plenty of laughs and possibly a little too much enthusiasm! 😂

Great people, great team and a reminder that work is always better when you genuinely enjoy the people you do it with. ❤️

Work hard. Protect futures. Invest wisely. Have fun. 🥂

GreatTeam

🧠 Meet Our Newest Team Member… Joel! 👋Today we welcomed our youngest employee to the Protection & Investment office, and...
05/08/2026

🧠 Meet Our Newest Team Member… Joel! 👋

Today we welcomed our youngest employee to the Protection & Investment office, and we’re pleased to report he got straight to work! 😄

Joel spent the day putting his thinking cap on, working through some important calculations and coming up with ideas for our clients’ future investments. 📈💡

His terms of employment were simple:
🍎 Unlimited snacks
🍪 Regular biscuit breaks
🧃 Frequent drink refills
…and the occasional sticky note masterpiece! 😂

While Joel’s career as a financial adviser might need a few more years of experience, it did remind us of something important…

With the summer holidays already in full swing, life gets busy. Between days out, family adventures and keeping the children entertained, it’s easy to put your finances on the back burner.

Now is a great time to:
🏡 Check when your mortgage deal ends.
🛡️ Review your life insurance, critical illness and income protection.
❤️ Make sure you and your family have the protection in place that gives you peace of mind, whatever life brings.

If you’d like to review your mortgage or protection arrangements, our team is always here to help.

P.S. Joel has requested that all future client meetings include snacks… we’re still considering that policy! 😊

🚀 We’re excited to share our brand new website!At Protection & Investment Romsey, we’re committed to making financial ad...
05/08/2026

🚀 We’re excited to share our brand new website!

At Protection & Investment Romsey, we’re committed to making financial advice clear, accessible and personal. Our new website has been designed to help you easily explore the services we offer and learn how we can support you at every stage of your financial journey.

Whether you’re looking for:
🏡 Mortgage advice
📈 Investments
💼 Pensions & Retirement Planning
🛡️ Personal & Business Protection
👨‍👩‍👧 Estate Planning
💷 Savings & Financial Planning

…our experienced team is here to help with independent, tailored advice that puts your goals first.

Take a look around, meet the team and see how we can help you build a stronger financial future.

🌐 Visit our new website today: Protection & Investment Limited https://financialadviserhampshire.com/

Mortgages Pensions IndependentFinancialAdvice Hampshire FuturePlanning

🏡 Could your home help support your future?Equity release allows homeowners aged 55+ to access some of the value built u...
27/07/2026

🏡 Could your home help support your future?

Equity release allows homeowners aged 55+ to access some of the value built up in their property, while continuing to live in their home.

Whether you’re considering:
✨ Making home improvements
✨ Having extra income in retirement
✨ Supporting family members
✨ Enjoying more financial flexibility

…it’s important to understand your options and make an informed decision.

👋 Nicola, our Equity Release Specialist, is here to guide you through the process, answer your questions, and help you explore whether equity release could be right for you.

📞 Book a friendly, no-obligation conversation with Nicola today and find out what options may be available to you.

As it's a tad warm, Drake, our Chief Morale Officer, has been working from the beach today! He hopes everyone is keeping...
10/07/2026

As it's a tad warm, Drake, our Chief Morale Officer, has been working from the beach today! He hopes everyone is keeping cool as they can!

🐣🌷 Happy Easter from all of us at Protection & Investment! 🌷🐣Wishing you a wonderful day filled with happiness, fresh st...
05/04/2026

🐣🌷 Happy Easter from all of us at Protection & Investment! 🌷🐣

Wishing you a wonderful day filled with happiness, fresh starts, and a little bit of chocolate too! 🍫✨

Just like Easter represents new beginnings, it’s also a great time to reflect on your future and make sure the things that matter most are protected. Whether it’s your family, your home, or your financial goals—we’re here to help you every step of the way.

Here’s to growth, security, and brighter days ahead 🌼

🌼 Welcome Spring! ☀️With the brighter days here, it’s the perfect time to get the kids outside 🌞 and start planning holi...
23/03/2026

🌼 Welcome Spring! ☀️

With the brighter days here, it’s the perfect time to get the kids outside 🌞 and start planning holidays ✈️, days out 🎢 and family adventures 🏞️.

While we all enjoy planning the fun moments, we often don’t think about the unexpected — accidents, illness or worse. Protecting our families should be just as important as planning the good times. 🛡️❤️

Many of us insure our beloved pets 🐶🐱… but do we always make sure our children and loved ones are protected too?

Our specialist Coran is here to help 💬. We can source quotes from a range of providers to help make sure you and your family have the protection you need.

Your pet insurance might cost around £20 a month 🐾, but adding your children to a protection policy could be from as little as £5 per month.

🛡️ Because lives are there to be protected.
📩 Get in touch to find out more.

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