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Business & Personal
Investment Limited |
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Tel:
01494 442 700
E-mail: info@bpinvestment.com
Fax: 0871 990 2355
49 Castle Street,
High Wycombe,
Bucks HP13 6RN
Business & Personal Investment Ltd. is
registered in England at the above address, registration number
3852280.
Business & Personal Investment Ltd is authorised and regulated
by the Financial Services Authority.
The
Financial Services Authority does not regulate taxation advice,
secured and unsecured loans or wills.
We appear on the
FSA register under our Firm Reference number of 425865. |
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About Us
Business & Personal Investment was formed in 1999 to provide
personal and professional advice to individuals and businesses in
the Small to Medium Sized Enterprise (SME)
market.
The founder Directors are Nigel Copperwheat and Peter Fulcher, both
of whom are highly experienced financial planners and are fully
qualified to give financial advice, having passed a rigorous series
of examinations set by the Chartered Insurance Institute on behalf
of the Personal Finance Society.
The company prides itself on offering its clients a comprehensive
service, based on taking the time to build up a detailed
understanding of clients’ needs and aspirations and then reviewing
all options before proposing a course of action.
In many cases, this may involve simply altering existing
arrangements; in others, we may recommend a new way of doing things
that will save you money and make success more likely.
All clients have the option of paying fees, although part of the
payment can often be arranged via commission in respect of any
products arranged.
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Peter Fulcher |
Peter is a
highly experienced Independent Financial Adviser with more than 20
years experience within the profession. He specialises in
dealing predominantly with “High Net Worth” clients and
corporate financial planning. |
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Nigel
Copperwheat |
Nigel joined
the financial services profession in 1986 and while he continues
to advise clients from his early days, his primary function
today is as Operations Director. |
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Suzan
Fulcher |
Suzan
assists Nigel with book keeping, Training and Competence, and
Compliance matters. |
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Monica Curtis |
Monica
joined us in the summer of 2010 specifically to assist in
advising clients acquired following the purchase of another
Practice.. |
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Jonathon Hinton |
Jon provides
invaluable support in his capacity as Paraplanner, and is also
responsible for our Mortgage and related Protection business.
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Samina Kayani |
Samina acts
as Receptionist and Senior Administration Assistant, and also
handles the day-to-day running of our Group business. |
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Tayba Ibrar |
We are delighted that Tayba has re-joined us to
administer our Wrap proposition, support our Appointed
Representatives, and assist with specific projects. |
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