Business & Personal Investment
Investment Company in High Wycombe, Buckinghamshire
Established in 1999, we currently have considerable experience of helping both personal and businesses to identify, evaluate and meet their financial planning requirements. We are committed in delivering a holistic service; looking at our customers entire financial circumstances before making and implementing recommendations that are aimed at reducing unnecessary expenditure in order to release money to suit investment and other requirements. We pride ourselves with the care we take and are frequently able to save customers money simply by altering their current arrangements.
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Business & Personal Investment
read moreFor more than twenty years we've been helping business owners, individuals and families to achieve their financial goals. We've been helping our clients to map out their futures and achieve financial contentment since 1999. Based in Bourne End, Buckinghamshire, we provide a holistic financial planning service to clients from the local area as well as further afield. Our focus isn't solely on growing and protecting your money; it's on ensuring your finances support your lifestyle aims and long-term needs too.
About Us
read moreOur founding Directors, Nigel Copperwheat and Peter Fulcher, have more than 65 years' combined sector experience, encompassing all areas of financial services. They felt that there was an absence of personalised service within the financial industry and their aim, with BPI, was to create a firm where clients felt at home and where high levels of professional service, jargon-free straight-talking and a friendly approachable team were the standard. More than 20 years on and we're delighted to say that many of our clients have been with us for the whole journey.
Who we work
read moreAfter spending many years climbing the career ladder, your retirement is a time for you to finally sit back and enjoy the view. Well, that's the theory anyway. If you're preoccupied with money worries or feel limited in your options, you're unlikely to be able to enjoy this stage of life and you certainly won't feel able to make the most of the years ahead. Whether it's concerns about how much you can afford to be spending, or worries about what the future might hold, no-one wants their retirement dreams to be curtailed by financial uncertainty.
Business owners
read moreOur motivation comes from providing exceptional service for our clients, and truly adding value to people's lives. For this reason, we only take clients we're confident we can help. It's also why our clients stay clients for many years and in some cases, decades.
Why choose us
read moreWe fervently believe that financial planning can transform lives and bestow benefits that go beyond just financial gain. Our work improves people's emotional wellbeing, helps clients feel more confident about their money and their future, and delivers a sense of contentment as goals are achieved and aspirations become reality.
Retirement plans in Buckinghamshire
read moreI'm Selina Porter, and I've been a client with BPI for approximately 10 years. I started off doing financial management of my mum's accounts and then moved on to mine as well. Working with Peter has helped me put our retirement plans on track. I don't have any background in financial markets, stocks or shares, bonds or anything. So, having somebody who has the knowledge and can guide me through all that in very plain English, has been really helpful. I was working with a different financial adviser, with a different company in the past, but I found that advice, too technical.
Tony Glyn-Jones
read moreThe best thing about working with BPI, as far as we're concerned, has been the fact that we felt safer than we would have done if we were doing this ourselves. So all the investments, we've been kept well and truly in the picture as to what's happening, and it's given us confidence. We've had advice, which has given us confidence that we are actually in the right place at the right time. For quite some time now, it just been Mandy and Dakyna who've been looking after our affairs for us, and that has gone extremely well.
Julian Rota
read moreThe main element has been our pensions. But my business, which is in antiquarian book selling, that I run with my wife from home these days, has always been a bit of a rollercoaster. So, Peter has gone through some of those hard times as well as the good times. I think what BPI does for us is to help us to feel financially secure. And with sensible plans in place for the future for our children, as well as for ourselves and for the business. The best thing about working with Peter over the years, there are a few that I've given equal importance to really.
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