Money

Knowing your needs, desires and preferences we can help you put the right financial plan in place to give you the best chance of achieving your life goals and ambitions. Our aim is to simplify your money and financial affairs to help you feel comfortable and in control.

You can’t beat the market
Author: Simon

Systematic Investing
Author: Simon

Focus on what you can control
Author: Simon

The Proposed Changes to CGT and Inheritance Tax for 2024/2025
Author: Karl

The March 2024 Budget 
Author: Karl

BpH Wealth Tax Tables 2024/2025
Author: Karl

Explained – What do CGT and Dividend Tax Changes Mean for Investors?
Author: Phillip

Living in a VUCA world
Author: Karl

Scared to spend?
Author: Karl

BpH Wealth Tax Tables 2023/2024
Author: Karl

New pension tax rules- changes to the Annual and Lifetime Allowance
Author: Phillip

Deadline approaching for voluntary National Insurance Contributions
Author: Phillip

The relationship between bonds and base rates
Author: Phillip

How much cash is enough?
Author: Phillip

Inflation, Cash and the Purpose of Investing
Author: Simon

Is there a better way to build a portfolio?
Author: Karl

Do I have to outsmart the market to be a successful investor?
Author: Simon

Does strong past performance mean that a fund will do well in the future?
Author: Simon

What sort of competition do I face as an investor?
Author: Simon
What are the chances of picing a fund that survives and outperforms?

What are my chances of picking an investment fund that outperforms the market?
Author: Simon

The Other Gender Gap: why women must think about wealth
Author: Rachel

The UK Has Seen the Biggest Quarterly Fall in Dividends on Record, Here’s Why Accomplished Investors Shouldn’t Worry
Author: Phillip
Screenshot of Open Banking on the PFP

Open Banking now available on your BpH Wealth Personal Finance Portal
Author: Karl

Briefing Note: Recent changes in Property Taxation
Author: Simon

The Purpose of Pensions
Author: Rachel

The Large Conservative Majority
Author: Simon

Markets fell in 2018, but keep this in perspective
Author: Simon

“The 7 Secrets of Money” Book
Author: Simon