Peter Fulcher DipPFS – Managing Director
Peter is a highly experienced Independent Financial Adviser who specialises in dealing predominantly with ‘High Net Worth’ clients and corporate financial planning.
Nigel Copperwheat – Operations Director
While no longer performing an advisory role, Nigel continues to act as the Company’s Operations Director.
Monica Curtis DipPFS – Financial Adviser
Monica joined us in the summer of 2010 primarily to assist in advising clients acquired by the purchase of another Practice, in addition to which she has developed her own portfolio of clients.
Terry Martin-Young – Chartered FCSI DipPFS ACIB CeMAP CeRER – Financial Adviser & Compliance Officer
Terry is a consultant experienced in dealing with most advisory areas but with particular specialism in retirement planning. He joined us in 2012 after his own firm Granville Gower merged its operations with BPI. He has recently taken over the role of Compliance Officer and as such performs all our regulatory functions.
Paula Johnston DipPFS CeMAP CeLTM CeRER CeLTCI – Senior Paraplanner
Paula acts as a Paraplanner and Sales Support Officer to provide assistance to the Directors and Clients.
Fiona Moynihan DipFA CeMAP – Adviser Support Manager & Financial Adviser
With 30 years’ experience in financial services, Fiona joined BPI Ltd in Aug 2013 as a Financial Adviser. She has also set up and manages our Auto Enrolment proposition for corporate clients.
Mandy Veal CeMAP CeFAP – Customer Relationship Manager
Mandy joined us in October 2015 with 27 years experience in the banking industry. She is currently working towards her Diploma for Financial Advisers (DipFA).
Gemma Gray CeFAP – Financial Services Administrator
Gemma joined us in spring 2016, with a background in administration. Having now achieved Level 3 in Administration and Financial Planning, Gemma is working towards the Certificate in Mortgage Advice and Practice.
Suzan acts as Company Secretary, and assists the Directors in areas such as book keeping and administration.