From our foundation in 1984, our service to clients has always been the first priority. Our views on professionalism have been reflected throughout our history; Michael Freedman became one of the very first advisers in the country to be a Chartered Financial Planner and our firm becoming one of the very first batch to be accredited as Chartered Financial Planners in 2008.

We are therefore pleased to announce that we are joining the 2023/2024 winner of the PFS Chartered Financial Planning Firm of the Year, AAB Wealth. After careful consideration and due diligence, AAB stood out as a firm that matched our client-first ethos, investment philosophy and beliefs in a professional, yet personal service.

Michael Freedman, Founder of BpH Wealth Management commented:

“Joining AAB Wealth marks an exciting new chapter for our business. From day one, our focus has always been simple: to put our clients’ values, goals and families at the heart of every piece of advice we give.

That philosophy won’t change. If anything, becoming part of AAB Wealth strengthens our ability to deliver it. With the additional expertise, resources and support of the wider team, we can continue to offer thoughtful, personal advice while helping clients navigate an increasingly complex financial landscape.“

Simon Brown, Partner:

“Our guiding principle has always been to recommend only the strategies and solutions we would be comfortable giving to our own families. That standard remains the benchmark for everything we do, and it’s one we know AAB Wealth shares.

AAB Wealth’s vision, leadership and track record of successful integrations made it the natural choice. We’re excited about the opportunities ahead for both our clients and our people.”

Darren Weeks, Managing Partner:

“This is an exciting step forward for our business, and one that feels like a natural fit. AAB Wealth’s culture closely mirrors our own, particularly in its commitment to putting clients at the heart of everything it does, while also fostering a supportive and progressive environment for staff.

It was important for us to find a firm that values both excellent client outcomes and employee wellbeing, and we’re confident joining AAB achieves exactly that.”

Not only are AAB outstanding financial planners, but also offer specialists in accountancy, business tax-planning, estate and succession planning and more. Clients will be able to experience a joined-up, holistic service, benefitting from the scale, infrastructure and continued investment in technology AAB can provide.

We look forward to becoming part of the AAB Wealth team, and working with them to deliver an even better service for our existing and future clients.

This year marks a significant milestone for BpH Wealth: the 10th anniversary of being certified by the Centre for Fiduciary Excellence (CEFEX). A decade ago, we became the very first firm in the UK to achieve this prestigious accreditation. Today, we remain one of only a handful of wealth management firms worldwide to hold it.

The Financial Services industry has changed significantly over the last 40 years. Once somewhat of a free-for all, the sector is now zealously policed. Countless new rules and regulatory bodies have been created to crack down on bad actors, from sloppy to downright nefarious. At BpH, we pride ourselves on being at the forefront of

The history of BpH Wealth In 1984, I found myself at a crossroad of life. I was already a Chartered Accountant and had a high-level of experience running a manufacturing and selling organisation, employing more than three hundred staff. Manufacturing had fallen out of favour in certain industries. Clothing was subjected to a vast price

We are delighted to announce that BpH Wealth is now a certified B Corp. The certification process took over a year and has involved a great deal of consideration into how we currently run our business and what we could do to improve. Becoming a B Corp Obtaining the Certification required a rigorous review of