Client login 01628 566 234
01628 566 234 Client login

Peter Fulcher

Financial Adviser and Managing Director

01628 566 234 07768 003 910 peter@bpinvestment.com

About Peter

With over 35 years of experience as a financial adviser, I specialise in delivering holistic financial planning that centres on each client’s broader life goals. By taking the time to understand individual circumstances and long-term aspirations, I help clients make informed decisions that maximise their financial outcomes.

I work predominantly with high-net-worth individuals and owners or partners of SMEs, with expertise in pre- and post-retirement planning. My approach is designed to provide clarity and confidence at every stage of the financial journey.

I also support business owners in structuring commercial property ownership through Self-Invested Personal Pensions (SIPPs). Drawing on decades of experience as both a financial adviser and business owner, I offer practical, insight-driven guidance to help clients achieve their ambitions.

 

Outside of work

Outside of work you’ll find me spending time with my wife and two grown-up children, enjoying meals out and socialising with friends.

I am also a rugby fanatic and enjoy playing golf, cycling, running, skiing and going to the gym.

Spotlight questions

On an ideal weekend, you can find me:

Playing sport, family meal and socialising with friends

My favourite holiday destination is:

French Alps

My favourite song to play in the car is:

Bridge Over Troubled Water – Simon and Garfunkel

The first album I bought was:

A Night at the Opera - Queen

When the dessert menu arrives, I’m looking for:

Cheese and biscuits

The best gift I’ve ever received is:

A ticket for 2009 Wales v Ireland Grand Slam rugby decider.

The three people at my dream dinner party would be:

Willie John McBride, Barack Obama, Stephen Fry

The three things I love most about my job are:

Watching a plan come together, working closely with people and adapting to change.

The types of people I most enjoy working with are:

Busy and happy!
Qualifications
  • DipPFS - Personal Finance Society Diploma
  • CeMAP - Certificate in Mortgage Advice and Practice (The London Institute of Banking and Finance)

    • SPS certificate

    All UK financial planners must hold a Statement of Professional Standards (SPS) issued by an accredited body. You can view Peter’s SPS here.

    VouchedFor Ribbon
    Business & Personal Investment Ltd profile
    We’re proud to say that, as well as being Bourne End’s only VouchedFor Top Rated Firm, all three of our advisers are VouchedFor Top Rated in 2026. VouchedFor is the UK’s leading review website for financial advisers. Every year, VouchedFor publishes its Top Rated Guide to showcase the best financial advisers across the UK. Click the badge below to read more about our advisers’ Top Rated status.