P&P Invest - Southampton

Jon

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.

David Colclough

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.

Chris Kelly

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.

Martyn Lucas

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.

Michael Cahill

Philip Pearson has been my financial advisor now for more than 20 years. During that time, the knowledge that sound, solid financial advice was always available to help me navigate the various changes that have occurred in both the financial world and in my personal life has been of the utmost importance. Thankyou Philip.

Robert Fallon

With financial planning, you only realise your performance after the event, when it's too late to change things ...thankfully, we've not had to worry about that. The advice from P&P Invest over many years has been excellent and performance has exceeded our expectations - highly recommended.

Jeff M.

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 Knapman

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.