0330 038 8939
Based in Marlow
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FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Peter has received 3 client reviews in the past 12 months; 60% of these have been verified
Verified reviews: 60%
Peter has received 3 client reviews in the past 12 months; 60% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Peter
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Peter and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Peter has received 3 client reviews in the past 12 months; 60% of these have been verified
Verified reviews: 60%
Peter has received 3 client reviews in the past 12 months; 60% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Peter has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Peter has not yet added their fees to their profile
Fees not yet added
Peter has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Peter
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Peter (based on 4 first impressions)
I am a highly experienced Independent Financial Adviser with well over 25 years' experience advising people who are: - Planning for retirement - often in their 50s, I help clients to identify how and when they want to retire. - In retirement - I enable clients to continue enjoying their retirement, whilst at the same time, plan for later life and passing on their wealth. - Business owners - often too busy to give their personal finances the attention they need, I help business owners to make the most of their hard-earned wealth. Along with the rest of the team at BPI, I focus on providing a personal, tailor-made service to all of my clients. Get in touch for a no-obligation initial consultation at no cost to you.
Offers available through VouchedFor
Contact Peter through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Peter's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Clients' level of financial expertise
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Adviser Disclaimer
Business & Personal Investment Ltd is authorised and regulated by the Financial Conduct Authority.