Independent financial planners, delivering financial contentment since 1999
For more than twenty years we’ve been helping business owners, individuals and families to achieve their financial goals.
How we help
About us
We’ve been helping our clients to map out their futures and achieve financial contentment since 1999.
Based in Bourne End, Buckinghamshire, we provide a holistic financial planning service to clients from the local area as well as further afield. Our focus isn’t solely on growing and protecting your money; it’s on ensuring your finances support your lifestyle aims and long-term needs too.
We pride ourselves on the exceptional, personalised service we offer, and the results we deliver for our clients.
Meet our clients
We asked our clients how they feel about the service they receive from us. We’re delighted to say:
Approaching retirement
Julian Rota
Business owners
Rick Marsland
Retired
Selina Porter
Retired
Ian Bell
Business owners
Ken Fleary
Retired
Tony Glyn-Jones
About you
Our clients come to us from throughout Buckinghamshire, the neighbouring counties, and from further afield sometimes, too. We have considerable expertise working with three groups of clients.
We help people who are:
What our clients say
My mother has Alzheimer’s so I needed help managing her money and covering her care needs. I also wanted to ensure I was saving effectively for my own retirement and to support my children through university. I now have well-planned savings for my retirement and a steady investment income to pay for my mother's care home fees.
Client since 2014
I needed professional help from someone I trusted who, like me, owns their own business. Peter is a top bloke. Tells it straight. BPI achieved what our business wanted in a prompt and professional manner. Everything was perfect!
Client since 2011
I was approaching retirement without a clear idea of the financial future. We had discussions about my situation and what I hoped to achieve. I am sure Peter has clients with far greater resources than I do, but I felt that I received his full attention and that I benefited from his experience and expertise.
Client since 2016
We needed sound financial advice/investment management. BPI provided us with the professional advice we needed in a friendly, jargon-free manner. As far as we are concerned, BPI's service could not have been better.
Client since 2020
Moving toward retirement age, I needed some planning. I also received some inheritance money that needed investing wisely. I also wanted to understand more about inheritance and financial planning. BPI helped with all of these.
Client since 2014
We had a surplus to invest after selling a property and downsizing. Peter helped in every aspect of financial planning to ensure I can continue to enjoy a comfortable lifestyle. His service is second to none.
Client since 2008
BPI assisted me with pension planning when I left a corporate environment and needed my own scheme. BPI made the journey easy, simple to understand and put a suitable timeline on when to do what, and why.
Client since 2009
Peter and his team explained the options open to us. They have never been pushy and in addition, are extremely friendly and approachable.
Client since 2017
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph and the Mail on Sunday.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Bourne End’s only Top Rated Firm in 2024.
