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Invest Retire Protect Limited

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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”.

David has been a Financial Adviser for 18 years and holds 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.

Outside of work, David is married and has one daughter. His hobbies and interests include watching and playing sports and travelling.

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 has been a Financial Adviser for 26 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 part of The Advice Partnership from Prudential.

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

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.

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David Innes
Mark McCafferty

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Invest Retire Protect Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.