Bph Wealth Management LLP

Independent Financial Adviser  Oddstones House, Harpenden, Herts, AL5 4ES
check
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group life insurance
check
Group risk
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.11 mi
We offer value for money independent financial advice. Voted a top 50 UK financial adviser by the Financial Times (2018)
 
Independent Financial Adviser 0.33 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.39 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.56 mi
Slone Capital is a boutique advice firm creating bespoke planning strategies for individuals and SMEs. Our mission is to redefine the perception of the advice industry and we are proud of what we do. Please do get in touch if you think we can be of help.