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  11. Bph Wealth Management LLP

Bph Wealth Management LLP

Independent Financial Adviser  Oddstones House, Harpenden, Herts, AL5 4ES
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FCA authorised
Last authorised 26th October 2020
We aim to build long term relationships with clients, who see the value in planning their financial future.
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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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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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
Jean Webb APFS, Chartered Financial Planner
Consultant
Kate Martin APFS, Chartered Financial Planner
Consultant
Simon Brown CFP, ACII, Certified Wealth Mentor
Partner
Adam Bell DipPFS
Partner
Michael Freedman FCA, FPFS, Chartered Financial Planner
Partner
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
Advice methods
  • phoneButton
    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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