Invest Retire Protect Limited

David Innes – Director and Financial Planner

David has 40 years of experience working within the financial services industry, specialising as a Financial Adviser for over 20 years and holds numerous financial qualifications including a Diploma in Financial Planning. After eight successful years as a financial adviser with Prudential Financial Planning, David was delighted to establish Invest Retire Protect, as part of The Advice Partnership from Prudential in 2019. David aims to provide a professional service based on trust and this is embedded within all of the team at Invest Retire Protect. 

David is married and has one daughter. When not working his hobbies and interests include travelling, running and attempting to improve his golf.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

January 2020

I have known David for over 10 years now he has been looking after my pension portfolio and guided me through the difficult task of investments with great success. In this market you need someone who is honest and reliable and able to explain in simple language the sometimes complex options available, he always takes his time going over everything so you understand fully the choices available to you so you can make the right decisions. I have no hesitation in recommending David's services in this complex market.

December 2019

David has been our Prudential financial planner for 5 years. He has arranged our finances to enable us to enjoy a happy retirement in line with our goals. His professional, steadfast and friendly manner has inspired our trust in his advice

Mark McCafferty – Director and Financial Planner

Mark has been a Financial Adviser for over 30 years and is a Chartered Financial Planner and a Fellow of the Personal Finance Society. After eight successful years as a financial adviser with Prudential Financial Planning, Mark was pleased to join Invest Retire Protect, as director and co-owner.  Mark takes pleasure in helping his clients to make the most of their financial resources to achieve their life goals and objectives. 

Mark is married to Suzie and has one daughter, Ariyah.  In his spare time, Mark enjoys spending time with his family as well as playing golf and watching football.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

I have dealt with Mark for several years in his capacity of financial adviser and have found him to be very approachable. He puts his clients at ease enabling discussions on unfamiliar monetary subjects to take place without embarrassment. He has a wide knowledge of investments and takes time to ascertain clients' requirements before explaining fully his reasons for recommending the product, that he considers to be most suited to their needs.

March 2021

I have been a client of Mark's for a number of years. I have always found him to be knowledgeable and up to date with all current financial changes. He has patiently and clearly explained all my plans, so that I have been able to make confident decisions and I'm delighted that he will be able to continue to assist me in the future.

March 2021

Mark McCafferty has been my financial adviser for several years. He has always been very prompt and efficient in giving advice on various aspects of my investments, pensions and savings.

Stephen Manson – Financial Planner

Stephen joined Invest Retire Protect Ltd, in April 2022 and holds a Diploma in Financial Planning. Stephen has worked in the financial services sector since 2008, accumulating crucial knowledge and competence. He takes great pleasure in providing each and every one of his clients with customised financial planning. Stephen believes everyone has distinct financial goals and takes time to learn about his client to develop an appropriate financial plan.

Stephen enjoys socialising and playing football in his spare time but above all enjoys life with his wife Amanda, and children Oliver, Amelia and Ariana at home or travelling experiencing new adventures as a family.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Kirsty McAuliffe – Financial Planner

Kirsty McAuliffe is a Financial Adviser with Invest Retire Protect. Having worked in the Financial Services industry for 13 years and Level 4 qualified in Regulated Financial Planning with the CII for 10 years.

Kirsty has worked in various roles within M&G (formerly Prudential) as a Specialist Pension Team Manager, Pension Transfer Consultant and now a Financial Adviser. She has developed specialisms in company pension transfers as well as retirement planning.

Kirsty spends her time outside of work with her young children Mirren and Albie. Her ambition is to deliver quality advice in a friendly, knowledgeable and efficient way.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Malcolm Tone – Financial Planner

Malcolm is a Financial Advisor who has always had a keen interest in the world of finance. Having benefitted from M&G/Prudential financial advice throughout his successful IT career, he joined the M&G Wealth Academy. He is now enjoying helping others achieve their life goals. Malcolm lives in Winchester with his wife, where he enjoys playing golf and walking in the surrounding countryside.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Dani-Rose O’Ryan – Financial Planner

Dani-Rose brings over 12 years of experience in financial services to her role as a Financial Adviser at Invest Retire Protect Ltd, part of the Advice Partnership with Prudential. She is passionate about helping clients navigate their financial journeys, providing expert guidance that empowers them to make informed decisions and secure their future. Dani finds great fulfilment in building lasting relationships and making a real difference in the lives of those she works with.

Outside of work, Dani loves spending quality time with her friends and family. She and her partner, Craig, share their home with Chester, a spirited 4-year-old cocker spaniel who keeps them both entertained and always on their toes.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Caroline McIntyre – Office Manager

Caroline has over 23 years of experience in the financial services Industry, with a strong record of delivering an outstanding client experience. She has extensive knowledge from her career where she delivered in Leadership, Relationship Management and Training Solutions. Caroline has a passion for meeting new clients, whilst also building on existing relationships. She was delighted to join Invest Retire Protect Ltd, part of The Advice Partnership from Prudential as Office Manager in early 2024, the same year the firm established its first office in Colinton. In her spare time, Caroline loves spending time creating new adventures in the great outdoors with her two young children. Running is also a key part of Caroline's week, come rain, hail or sunshine. She enjoys setting an example to her children taking them regularly to the local park run.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.