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Documents for download

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Document Name

Description

Key Facts about our services

Explains the types of services that we offer.

Terms of Business letter

Sets out the basis on which we provide our services.

Key Facts about the costs of our services

Key Facts about the Costs of our services leaflet, which explains how we charge for the services that we provide.

Fact find

Completion of our fact find will provide us with your financial background and requirements, in order that we can provide advice.

Fees & Commission leaflet

Leaflet explaining paying by fees

Investment Risk Profiler Questionnaire

Questionnaire to be completed to ascertain what level of investment risk is acceptable to you.

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.




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BPH Wealth Management is a trading name of BPH Wealth Management LLP which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 476417

 

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.