Bph Wealth Management LLP

Independent Financial Adviser  Oddstones House, Harpenden, Herts, AL5 4ES
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FCA authorised
Last authorised 21st June 2021
BpH Wealth provides a fee-based financial advice in the form of ‘Lifestyle Wealth Management’. This approach creating a bespoke financial plan with knowledge of your family and goals; giving you the best chance of achieving what you truly want in life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group risk
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Long term care
Meet our advisers
MR Simon Brown CFP, ACII, Certified Wealth Mentor
Partner
MR Michael Freedman FCA, FPFS, Chartered Financial Planner
Partner
Phillip Arbon
Chartered Financial Planner
Rachel Jones
Chartered Financial Planner
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.

Once we have helped our clients become confident in their own family's financial future, discussions may naturally progress to considering their wider impact on society. We love working with our clients to find ways they can express their values in their portfolio or using their money or skills to make a meaningful impact; creating a balance between life, money and society.

Our services

Since the birth of BpH Wealth in 1984, we have always had the same approach to advice. This can be summarised in one statement- we only give you advice we would be comfortable giving to our own family. For this reason, we train our team to the highest technical and ethical standards.

We became an industry leader in 2008 by being in the very first batch of firms to be given the status of Chartered Financial Planners, and again in 2015 when we became the first financial advice firm to be certified by the Centre of Fiduciary Excellence. This supports our philosophy of technical and ethical excellence in everything we do.

We aim to develop long term relationships with clients, to show them how to plan properly for their financial future. We invest our client’s money in ways that the evidence base suggests will reliably achieve long term growth, ensuring that their portfolio has the best chance of getting them to their goals.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Oddstones House, Thompsons Close, Harpenden, Herts, AL5 4ES

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