Peter Fulcher

Peter Fulcher

Business & Personal Investment Ltd

Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 18 )

Pensions ( 99 )

Equity Release ( 8 )

Retirement income (annuities, drawdown) ( 62 )

Auto Enrolment ( 5 )

Investments and Savings ( 94 )

Pension Transfers - Non Specialist ( 24 )

Inheritance Planning ( 29 )

Long Term Care ( 13 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 38 )

Financial Mentoring ( 10 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 26 )

£200k - £500k ( 18 )

£100k - £200k ( 9 )

£50k - 100k ( 4 )

Up to £50k ( 7 )

( 2 )

First impression

by a VouchedFor user

10 days ago

Overall

Please provide a brief comment about your experience with Peter

Peter made of feel really comfortable at our meeting and explained options to me in a way that was easy and clear to understand. I would highly recommend Peter

Peter:

Thank you for your valuable review; we truly appreciate it and look forward to working with you.
First impression

by a VouchedFor user

7 months ago

Overall

Please provide a brief comment about your experience with Peter

Warm personality, good knowledge of the subject discussed, fees a bit unclear.

Review

by a verified client in Bedfordshire

8 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed a review and management of my retirement arrangements

How has Peter Fulcher helped you?

I have received sound advice on the management of my pension and financial investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

Peter:

Thank you for taking the time to leave a review - it is much appreciated. I look forward to continuing the good work we have started in the months and years to come.
Review

by a verified client in Oxfordshire

9 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

As I am nearing retirement and unsure of how to create an adequate pension I took advice from Peter.

How has Peter Fulcher helped you?

Peter explained very clearly how I could top up my pension and gain tax refunds at higher rates.

Have you seen the outcome you were hoping for?

Yes I have gained a benefit of at least £40k from taking Peter's advice and I like the way Peter is able to explain the complicated world of Pensions.

What could they have done better?

The service has been excellent and Peter and his team alwys contact you when they say they will and make it easy to have face to face appointments.

Peter:

Thank you for taking the time to leave a review, it is greatly appreciated. It has been a pleasure assisting with help set up your pension.
Review

by a verified client in Hertfordshire

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Provide financial advice

How has Peter Fulcher helped you?

Put our minds at rest.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Peter:

We really appreciate your kind words, and thank you for taking the time to leave us a review.