Business & Personal Investment Ltd

Independent Financial Adviser  Business & Personal Investment Ltd, Buckinghamshire, Bourne End, SL8 5AS
First meeting at adviser's own cost
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 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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Mortgage protection
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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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Socially responsible 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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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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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Peter Fulcher DipPFS
Financial Adviser & Company Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mrs Mandy Veal
Equity Release Specialist

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us
Head office address: Business & Personal Investment Ltd, Unit L, Bourne End Business Park, Cores End Road, Buckinghamshire, SL8 5AS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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