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 July 2019
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • 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

Make an enquiry
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

Similar advisers near you

Independent Financial Adviser 2.18 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
 
Independent Financial Adviser 2.18 mi
Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
 
Financial Adviser (Restricted Whole of Market) 2.33 mi
I provide advice to people from all walks of life. The process starts with getting to know the client.
 
Independent Financial Adviser 2.89 mi
Chartered Financial Planners providing advice to clients who seriously want to make good decisions with their personal finances.