BpH Wealth Management LLP was established in Harpenden in 1984 by Partner, Michael Freedman. Michael was joined by Partner, Simon Brown in 1988. We are now a team of nineteen. We specialise in providing what we call Lifestyle Wealth Management - a way of helping clients create a balance between life, money and giving back to society. We find that the limited number of clients we focus on don't want to leave us, and we look after them and their investments through the generations. This has also resulted in a team that also don't want to leave us; many have been with us for between 20 and 30 years.
Services
Fiduciary is a important guiding principle to us at at BpH Wealth, meaning we always work for our client's interests over our own. In our own words, fiduciary means that we only give clients the same financial advice and investment recommendations that we would be happy for our family members to receive.
Lifetime cashflow modelling is a vital part of what we do. It's the tool we use to see into your financial future. It helps us consolidate and condense all your vital financial information in one place: income, expenditure, assets, debt, or potential events that may affect your position in the future.
We provide 'Lifestyle Wealth Management'. This describes an approach to managing wealth that encompasses a full understanding of you, your family and your life before we look at how to organise your money. We believe successful management of your resources comes from a deep understanding of who you are, your aspirations and what governs your decision-making and behaviour.
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