About Protect & Save

I have nearly 20 years of experience working as an Independent Financial Adviser.

Protect & Save's aim, always, is to provide a professional but friendly service. Protect & Save values every client and has a prime objective to treat all customers fairly.

Protect & Save does not believe in "standard solutions" because everyone's situation and objectives are different.

On contacting Protect & Save, you will be offered an introductory meeting, which will be free-of-charge and without obligation. The first meeting is an opportunity to discuss, in outline, your needs, aspirations and current financial situation. Obviously, if you need advice on just one topic then the meeting will be more focused than it might be for a general financial review.

If you task Protect & Save to carry out work for you, we will always put recommendations in writing. You will always have plenty of time to examine those recommendations and we will never, ever, try to cajole you into following our advice. We want you to become a happy, long-term client who will see Protect & Save as the first port of call when financial advice is needed.

If you would like to arrange an initial meeting, usually in the comfort of your own home, please contact us.

Bill Wells - Protect and Save

William J Wells MSc BA(hons) dip PFS

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