Business & Personal Investment Ltd

Independent Financial Adviser Business & Personal Investment Ltd, Unit L, Bourne End Business Park, Cores End Road, Buckinghamshire, Bourne End, SL8 5AS
Response rating
7.0/10
FCA verified
8th October 2018
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
Meet our advisers
adviser-person
Peter Fulcher DipPFS
Company Director
Accreditations
Certified Financial Planner
adviser-person
Terry Martin-Young CHARTERED FCSI DIP PFS ACIB
Financial Adviser & Compliance Officer
adviser-person
Fiona Moynihan DipFA
Support Manager & Financial Adviser
adviser-person
Monica Curtis DipPFS
Financial Adviser
adviser-person
Lindsay Abery DipPFS
Financial Adviser
adviser-person
Andrew Clark DipPFS
Financial Adviser
Where to find us

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

Contact us
About us

Business & Personal Investment Limited offer Professional Independent Financial advice to both personal & corporate clients, to ensure they make the most effective use of their capital and income. Our advisers are qualified in all aspects of financial planning. We offer our clients a choice between an agreed hourly fee, commission, or a combination of the two.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.