0330 038 8942
Based in Marlow
View locationChecks carried out by VouchedFor
FCA Regulated
Mandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Mandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Mandy has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mandy has received 2 client reviews in the past 12 months; 100% 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: 24 March 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.
4
Qualifications Uploaded
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandy has not yet added their fees to their profile
Fees not yet added
Mandy has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Mandy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Mandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Mandy has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mandy has received 2 client reviews in the past 12 months; 100% 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: 24 March 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.
4
Qualifications Uploaded
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandy has not yet added their fees to their profile
Fees not yet added
Mandy has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Mandy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 7 first impressions)
I have over 30 years’ experience working in the financial services profession. I focus on advising people who are in retirement and helping them to enjoy it. I specialise in advising clients on options for releasing equity from their homes to achieve their retirement and later life planning goals. If this is relevant for you, I will first make sure that we all fully understand your reasons for releasing equity from your home. If we agree that it’s the right course of action for you, we’ll search the whole of the market to find the right solution for your circumstances. 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 Mandy 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 Mandy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Business & Personal Investment Ltd is authorised and regulated by the Financial Conduct Authority.