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