Business & Personal Investment Revenue
Financial Services • 
Bourne End, England, United Kingdom • 1-10 Employees
Business & Personal Investment revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contacts at Business & Personal Investment
Peter Fulcher
Managing Director
Mandy Veal Cemap Cefap Cerer Dipfa
Client Services Director
Company overview
| Headquarters | BPI House, Bourne End Business Park, Cores End Road, Bourne End, Buckinghamshire SL8 5AS, GB |
| Phone number | +441494442700 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Mortgages, Pensions, Protection, Iht Planning |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Business & Personal Investment Email Formats
Business & Personal Investment uses 2 email formats. The most common is {first name} (e.g., john@bpinvestment.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@bpinvestment.com | 62.5% |
{first initial} | j@bpinvestment.com | 37.5% |
About Business & Personal Investment
We are Independent Financial Advisers based in Bourne End, providing a high level of individual service to clients in the UK. Formed in 1999, we have considerable experience of helping both individuals and businesses to identify, evaluate and meet their financial planning needs. We believe in providing a ‘holistic’ service, looking at our clients’ entire financial circumstances before making and implementing recommendations that are aimed at reducing unnecessary expenditure in order to release money to meet investment and other needs. We pride ourselves on the care we take and are frequently able to save clients’ money simply by altering their current arrangements. Clients have the option of paying our fees in a variety of ways, although payment can be made by commission in respect of any non-investment products arranged. Services we provide: Personal • Pensions & Retirement Planning • Inheritance Tax Planning • Wealth Management • Mortgages • Equity Release • Life Insurance, Critical Illness Cover & Income Protection • Retail Investments Including ISAs & Bonds Business • Workplace Pensions • Group Healthcare • Group Protection • Director & Employee Benefits
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Business & Personal Investment has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Business & Personal Investment has never raised funding before.
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