Tax Compliance – A personal tax return service is offered through Simone Freedman, who is a Chartered Tax Adviser. As well as being a consultant with BPH Wealth Management LLP, she also has her own tax practice.  The advantage of using Simone is that she has access to all our records which cuts down on the amount of paper work she requires from you each year.

Widow/er and Divorce Advice – The object of this service is to help clients understand their financial position at a vulnerable time. This service includes advice on Pension Sharing, Dealing with Probate valuations, Inheritance Tax Planning, varying Wills, demystifying any Trust that have been set up and setting out a financial plan going forward, using all the Wealth Management Principles described in the Wealth Management Process.

Employee Benefits – We run a range of employee benefit packages covering Group Pensions, Group Life Assurance, Group Income Protection and Group Private Medical Insurance.