BpH Wealth Information

BpH Wealth is a fee-based Lifestyle Wealth Management Practice providing independent financial advice, financial planning and asset management for our clients. The term ‘Lifestyle Wealth Management’ describes a holistic approach to managing wealth. It involves a full understanding of you, your needs, goals, key relationships and financial resources. With this, we develop a personal, bespoke, financial plan to help you protect, accumulate and eventually transfer your wealth. BpH Wealth seek to look after your personal as well as financial wellbeing, helping you create your desired balance between life, money and society. BpH Wealth is proud to deliver a service to the highest technical and ethical standards. We were the first firm in the UK to become certified by the Centre for Fiduciary Excellence, an internationally recognised accreditation that demonstrates that we put our clients’ interests before our own. BpH Wealth uses a wholly evidence-based approach to investing and constantly seeks to learn from best practice around the world. This has now extended to the Global Association of Independent Advisors (GAIA), of which BpH Wealth is a founding member. All of BpH Wealth’s advisors are Chartered Financial Planners as a minimum, a qualification held by only around a quarter of practising advisers. Many of our team members have been with us for between 10 and 30 years, providing continuity of care and service. Our clients typically include: • professionals and business owners, • clients preparing for and during retirement, • widows and widowers, • divorcees, • trustees and power of attorneys. Many clients require an expert objective impartial sounding board to validate, challenge or clarify their lifestyle and financial objectives. Simon Brown, a Partner and Chartered Financial Planner at BpH Wealth, became the only Certified Wealth Mentor in the UK and this service is available where required.