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:

100%
of our clients believe that working with us has helped or will help them to achieve their financial goals
98%
of our clients told us they would recommend BPI to friends, family or others
100%
of our clients are satisfied with the speed of response from their BPI adviser and support team

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.

What our clients say

Selina

Hertfordshire

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

Michael

Buckinghamshire

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

Liz

Midlothian

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

Anonymous

Ross-shire

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

Nick

North Yorkshire

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

Lesley

Hertfordshire

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

Andy

Buckinghamshire

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

Phillip

Buckinghamshire

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

Business & Personal Investment Ltd profile

We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. You can view our rating and read our clients’ reviews by clicking on the VouchedFor widget opposite.

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