Bph Wealth Management LLP

Independent Financial Adviser Oddstones House, Thompsons Close, Harpenden, Herts, AL5 4ES
FCA verified
13th August 2018
We aim to build long term relationships with clients, who see the value in planning their financial future.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Michael Freedman FCA, FPFS, Chartered Financial Planner
Partner
adviser-person
Adam Bell DipPFS
Partner
adviser-person
Simon Brown CFP, ACII, Certified Wealth Mentor
Partner
adviser-person
Kate Martin APFS, Chartered Financial Planner
Consultant
adviser-person
Jean Webb APFS, Chartered Financial Planner
Consultant
Where to find us
About us

We provide a personalised service to cover all of our clients' needs, both personal and corporate. We offer expert advice on all types of life assurance, pensions, inheritance tax planning, general tax mitigation and tax planning, including tax form completion, creation of trusts, regular and single premium investment opportunities, both on and off-shore.

Our services

We aim to develop long term relationships with clients, to show them how to plan properly for their financial future, using sound investment principles, rather than stock-picking the current flavour of the month.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Central to what we offer our clients is a comprehensive Financial Life Plan and to do this we:

• Work with, and listen, to clients we find out where they are today, where they want to be in the future and what’s important to them; for some this may be having a level of confidence that they won’t run out of money, for others it might be achieving a specific goals such as being able to stop work at a certain age.

• Help clients prepare their Lifetime cash flow which gives clients the information they need to make informed decisions about how to manage the resources available to them and what they need to do now, to secure what is important to them in the future; this may mean making difficult choices but feedback from clients indicates that they appreciate this honesty.

• Make recommendations about investing money, or any financial products, needed to deliver the plan. Any investments strategies we recommend are based on a structured and disciplined approach underpinned by sound investment principles which we explain to clients at outset.

• Review, and adapt plans where necessary, so that they remain relevant and up to date.

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