BPH Wealth Management LLP
Oddstones House, Thompsons Close,
Harpenden
,
BpH Wealth Management LLP can trace its roots back to 1984 and since that time the business has evolved into a Life Style Wealth Management practice helping a limited number of clients become confident about their financial future. We believe we represent the next generation of Financial Advisors, where building long term relationships with clients who see the value in committing the time to planning their financial future is central to everything we do.
Our aim is to develop confident clients by helping them clarify and articulate their future desired lifestyle, giving direction and meaning to their financial decisions. We find that once clients have engaged in our consultative process they feel more secure about how to achieve their desired life style, leaving them free to get on with living life.
We were one of the first practices to have achieved the prestigious Chartered Financial Planner status so clients can be confident in our commitment to delivering the highest standards of service and professionalism. We believe this is fundamental as to why the business has grown, principally from referrals from existing clients and increasingly from other professionals.
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 goal such as being able to stop work at a certain age.
• Prepare a Financial Life Plan to give 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.
BPH Wealth Management LLP are authorised and regulated by the Financial Conduct Authority.
