Business & Personal Investment Ltd. was formed in 1999 to provide personal, professional, and independent advice to individuals and businesses in the Small to Medium Sized Enterprise (SME) market.

The founding Directors are Nigel Copperwheat and Peter Fulcher, who between them have over 65 years experience within all areas of the financial services industry.

The Company prides itself on offering clients a comprehensive service based on a thorough and detailed understanding of each client’s financial hopes, needs, aspirations and objectives, following which all possible options are researched and reviewed and a course of action duly proposed. This may involve simple alterations to existing arrangements, whilst in other cases we may recommend a new way of doing things that will save you, the client, money and make your achievement of financial goals all the more likely.

Our standard Client Agreement can be accessed by clicking on the following link: Client Agreement – Terms of Business, June 2019

Privacy Notice, May 2018