About us

Lifestyle wealth management: creating a balance between life, money & society

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 fifteen. 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.

Longevity

We focus on a limited number of clients who we find don’t want to leave us and we look after them through the generations. This has resulted in a team that also don’t want to leave us; many of whom have been with us for between 20 and 30 years. Our team knows our clients intimately. This gives our clients a great deal of security and peace of mind.

We act as fiduciary to individuals, couples, widows, divorcees, retirees, trusts, powers of attorney, business owners and professionals.

Fee-based

We believe that high-quality, professional financial advice can only be achieved by having a transparent, fee-paying relationship with our clients. This leaves no room for any potential bias associated with a product driven service.

Chartered Financial Planner status

We believe in not only achieving the highest professional qualifications but, perhaps more importantly, continued personal development and growth at all levels. We are proud to have Chartered Financial Planner status.

Global best practice

Throughout our history, we have deliberately tried to learn from best practice around the world. This involved meeting with eight of our peers in this country every quarter as we develop our businesses together.

This has now extended to the Global Association of Independent Advisors (GAIA) of which BpH Wealth is a founding member. We meet at least annually with advisors from Australia, New Zealand, Chile, America, Switzerland and the UK to bring together the best ideas, speakers and resources with the aim of consistently getting better at what we do and serving our clients better; not just in our own country of residence but in other countries too.

Excellence

When founding GAIA we decided to have an external body come in to audit and check each member’s processes to make sure they were up to world standards. As a result we were the first firm in the UK to gain CEFEX certification.

What our clients say

Watch some of our client videos here.