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

🧠 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.

Huge birthday shoutout to – our one and only Protection Guru and all-round superstar! 🎂🎈 We hope your day was as awesom...
23/02/2026

Huge birthday shoutout to – our one and only Protection Guru and all-round superstar! 🎂🎈 We hope your day was as awesome as you are!

Bandwagon? Jumped on it. 💥🛻💨Confused by investments & pensions? Same… until David Mills stepped in 😅🙌We take care of eve...
07/02/2026

Bandwagon? Jumped on it. 💥🛻💨
Confused by investments & pensions? Same… until David Mills stepped in 😅🙌
We take care of everything 🧠📊💼 — book a meeting today or DM us before the next trend drops 👀🔥.

Nicola at her weekly BNI event 👏BNI (Business Network International) is all about building trusted relationships and pas...
04/02/2026

Nicola at her weekly BNI event 👏
BNI (Business Network International) is all about building trusted relationships and passing quality referrals 👌🏻 basically, grown-up networking that actually works.
Nicola’s “seat” covers Mortgages, Equity Release & Later Life Lending, with 20+ years of experience (so yes… she’s seen it all).
During her presentation, Nicola shared a real-life moment from the weekend. Mortgages came up in conversation and the response was…
“Erm… we think our rate ends sometime soon?” 😅
For most people, their mortgage is the biggest financial commitment they’ll ever make …… yet the paperwork is usually hiding in a dusty drawer, behind old takeaway menus and random cables.
👉 Dig out the documents
👉 Check when your rate actually ends
👉 If you’re not sure, give Nicola a call or drop us a DM…..we promise no judgement, just helpful advice 😉. 01794 331411

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