Business & Personal Investment Ltd

Independent Financial Adviser  Business & Personal Investment Ltd, Wooburn, Buckinghamshire, SL8 5AS
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FCA authorised
Last authorised 21st September 2020
We are independent financial advisers helping clients throughout Buckinghamshire, Hertfordshire and Windsor & Maidenhead. We specialise in advising business owners and people who are either planning for, or in retirement.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Terry Martin-Young CHARTERED FCSI DIP PFS ACIB
Financial Adviser & Compliance Officer
Peter Fulcher DipPFS
Financial Adviser & Company Director
Mandy Veal
Equity Release Specialist
About us

Formed in 1999, we are an independent, multi-adviser practice helping clients throughout Buckinghamshire, Hertfordshire and Windsor & Maidenhead.

We have considerable experience of helping those people who are:

- Planning for retirement - often in their 50s, we help clients to identify how and when they want to retire.

- In retirement - we enable clients to continue enjoying their retirement, whilst at the same time, plan for later life and passing on their wealth.

- Business owners - often too busy to give their personal finances the attention they need, we help business owners to make the most of their hard-earned wealth.

The entire team at BPI focuses on providing a personal, tailor-made service to all of our clients.

Our services

As you would expect of an independent financial advice firm, we advise our clients on all of the financial products they need to help them to achieve their goals. These include pensions, mortgages, investments and insurance.

However, what our clients really value is that we are a safe pair of hands for their finances. With a ‘go-to’ person for their financial affairs, they know that we’ll use our knowledge and experience to help them to achieve their financial goals.

In fact, 100% of our clients believe that working with us has helped or will help them to achieve their financial goals.

Our client survey in August 2020 also found that:

• 97.56% of clients would recommend us to others
• 100% of clients are satisfied with the speed of response from their adviser and from our support team
• 100% agree that we are friendly and approachable

If you would like greater peace of mind about your finances, contact us for a no-obligation initial consultation at no cost to you.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Business & Personal Investment Ltd is authorised and regulated by the Financial Conduct Authority.

Business & Personal Investment Ltd, Unit L, Bourne End Business Park, Cores End Road, Buckinghamshire, Bourne End, SL8 5AS

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