Our fiduciary role

Family

Fiduciary, in our words, basically means that we treat clients like family. We give clients the same advice as we would our family members.

Certification

To demonstrate how seriously we take this, we are independently audited by CEFEX, The Center for Fiduciary Excellence each year. BpH Wealth was the first advisory firm in the UK to be certified by CEFEX in 2015. Assessments are conducted according to the principles of the international standard ISO/IEC 17021.

The Standard

To have CEFEX certification allows us to stand shoulder to shoulder with some of the best firms in the world. Only a handful of other UK investment advisory firms hold this high level of certification.

We are very proud of this achievement.

www.cefex.org