Peter Fulcher

Financial Adviser and Managing Director

About Peter

I have worked as an adviser since 1987. My focus is on holistic financial planning – understanding clients’ wide-ranging needs and life goals in order to maximise the results I can help them achieve with their finances. I specialise in working with corporate and high net worth clients, with the majority of my work being in the pre and post-retirement area.

I also often work with the owners or partners of SMEs, assisting with commercial property ownership via Self Invested Pensions and using more than 30 years’ experience as a financial adviser and business owner to help my clients reach their goals.

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!
  • 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.

    Business & Personal Investment Ltd profile

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