01494 442 700


Delivering Financial Contentment

Welcome to the Business and Personal Investment website

We are Independent Financial Advisers based in Bourne End, providing a high level of individual service to clients in the UK. Formed in 1999, we have considerable experience of helping both individuals and businesses to identify, evaluate and meet their financial planning needs. We believe in providing a ‘holistic’ service, looking at our clients’ entire financial circumstances before making and implementing recommendations that are aimed at reducing unnecessary expenditure in order to release money to meet investment and other needs. We pride ourselves on the care we take and are frequently able to save clients’ money simply by altering their current arrangements. Clients have the option of paying our fees in a variety of ways, although payment can be made by commission in respect of any non-investment products arranged.

Learn more Get in touch

Service for Individuals

  • Personal tax planning
  • Family protection
  • Investments
  • Pension planning
  • Retirement options
  • Mortgages and loans
What We Do

Service for Businesses

  • Business finance advice
  • Partnership arrangements
  • Business protection
  • Company wills
  • Employee benefits
  • On-site advice for employees
What We Do


I have found over many years that all the staff at BPI are very helpful – and in particular that Peter Fulcher has given me very wise and focused advice. I feel looked after and very comfortable with my retirement arrangements.
Mr. I B, Bristol
Peter Fulcher and his team at BPI have advised me in relation to all my financial affairs for the last dozen years or more, and I have always found their advice very thorough and helpful. Clearly, BPI have a thorough knowledge of the financial markets and are able to give proper advice and service tailored to the requirements of their individual clients.
Mr. J H, Harpenden
My husband and I have used BPI Ltd for over 6 years for all our financial advice. They have directed us through various financial investments which they have felt appropriate to us. We have frequently discussed our attitude to risk and had advice when making these investments. BPI have provided an excellent personal service to us and always responded promptly to all our requests and queries. They have provided full back up and support to us, especially in the twelve last months when I have given up full time employment and have needed to take an income from my investments and pension.
Mrs. L P, Stanmore, Middlesex
I’ve been a client of BPI for over 20 years, and — through several market cycles — their service has always been attentive, well-informed and responsive. It’s not easy keeping up to speed with the changes in areas like pensions, and having BPI on my side is hugely reassuring.
Mr. R M , London SW19
We have used BPIs services for our Directors needs for the last 9 years successfully, based on the good advice we have received. I more recently asked BPI to resolve complex tax/pension planning (very successfully) for my Mothers estate. I have no hesitation in recommending the wealth of experience and diplomacy that BPI offer.
Mr. C M, West Malling, Kent
As a private investor, I have received the wisdom of BPI Ltd for over 12 years. During this time, I have been provided with their excellent advice in which I have the utmost confidence. Their attention to detail and knowledge of the global market is exceptional. All aspects of finance are explained and presented in such a manner that anyone can understand and a meeting with their advisors is always a pleasure.
Dr. TJE, London, N3