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.
Please click on the following links for a profile of our key
advisers.
|
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. |
 |
|
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. |
 |
|
Suzan
Fulcher |
Suzan
assists Nigel with book keeping, Training and Competence, and
Compliance matters. |
|
Stephen Bridges |
Stephen is our Pensions
Consulting Actuary, specialising in occupational pensions and
complex retirement matters. |
|
Richard Beckett |
Richard joined us as an Adviser in the
summer of 2008, bringing with him
a wealth of experience, particularly in the investment arena. |
|
Jonathon Hinton |
A graduate, Jonathon is our latest recruit
who has joined BPI in the role
of Trainee Investment Adviser. |
|
Tayba Ibrar |
Tayba is the Company’s
principal Paraplanner. In addition she is responsible for
maintaining our databases, and is studying towards completion of
the Certificate in Financial Planning. |
|
Samina Kayani |
Samina acts
as Receptionist and Senior Administration Assistant, and also
handles the day-to-day running of our Group business. |
