Invest Retire Protect is a client focused financial advice firm operated by David Innes and Mark McCafferty operating from Edinburgh and the Scottish Borders with clients based in Scotland and England. As Members of The Advice Partnership from Prudential, they have over 65 years of combined experience in the financial services industry.
Invest Retire Protect helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.
Quite simply, Invest Retire Protect provides sound, personal and expert advice.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.