BPH Wealth Management has evolved from the belief that high-quality, professional financial advice and planning can only be achieved through a transparent, fee-paying relationship, free of the stigma and potential for bias associated with a commission driven service.  We believe that clients should be able to seek our advice confident in the knowledge that we do not have to sell them anything to pay for our time.

Our fee structure is designed so that there is no cross subsidy between large and small clients. The intention is that our fees will cover our overheads so that we can entirely focus our business on servicing our clients rather than acquiring new clients. Too often advisers are more focused on the initial sale rather than the servicing of their existing clients.   Each Wealth Management adviser will be limited in the number of retained Wealth Management clients that they deal with.  This allows them to devote the necessary time to each client, and also for the continuing professional development of our already highly qualified team.

All of our financial planners hold internationally recognised qualifications from the Chartered Insurance institute (CII) with 5 of our advisers & Partners now holding Chartered status.  The firm as a whole is recognised as a Chartered Financial Planner, being one of only just over 100 firms in the UK achieving this high level.

BPH Wealth Management aims to deliver what we believe is the UK's pre-eminent financial and investment planning service.  BPH Wealth Management is based in Harpenden and has clients mainly in central London, the South East, East Anglia and the Midlands.