For more than twenty years we've been helping business owners, individuals and families to achieve their financial goals. 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. Our clients come to us from throughout Buckinghamshire, the neighbouring counties, and from further afield sometimes, too.
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. Our clients come to us from throughout Buckinghamshire, the neighbouring counties, and from further afield sometimes, too.
Services
About us
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Our founding Directors, Nigel Copperwheat and Peter Fulcher, have more than 65 years' combined sector experience, encompassing all areas of financial services. They felt that there was an absence of personalised service within the financial industry and their aim, with BPI, was to create a firm where clients felt at home and where high levels of professional service, jargon-free straight-talking and a friendly approachable team were the standard.
Why choose us
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We fervently believe that financial planning can transform lives and bestow benefits that go beyond just financial gain. Our work improves people's emotional wellbeing, helps clients feel more confident about their money and their future, and delivers a sense of contentment as goals are achieved and aspirations become reality.
Business owners
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As SME business owners ourselves, we understand the financial needs of small to medium-sized enterprises. Whether you're looking to purchase new premises in the most cost-efficient manner, protect your business against the financial impact of losing a key employee, or you wish to improve the benefits on offer to your employees, we can help.
Approaching retirement
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For some, retirement is a chance to travel the world and tick items off the bucket list. For others, it's a chance to spend more time with loved ones and enjoy a slower pace of life. Others still see it as the perfect opportunity to learn a new skill or even launch a new business venture.
Whatever your dreams for your retirement, it's vitally important you have a plan if it's to be the fulfilling, secure and comfortable stage of life you no doubt want it to be.Key to retirement security is knowing just what you can afford and that your dreams for your future are supported by a robust financial plan.
Whatever your dreams for your retirement, it's vitally important you have a plan if it's to be the fulfilling, secure and comfortable stage of life you no doubt want it to be.Key to retirement security is knowing just what you can afford and that your dreams for your future are supported by a robust financial plan.
Retired
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After spending many years climbing the career ladder, your retirement is a time for you to finally sit back and enjoy the view. Well, that's the theory anyway. If you're preoccupied with money worries or feel limited in your options, you're unlikely to be able to enjoy this stage of life and you certainly won't feel able to make the most of the years ahead.
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