Welcome to BpH Wealth Management

2:33


Welcome to BpH Wealth Management: Financial Planners in Harpenden offering fee-based independent financial advice to clients in London, the South East, East Anglia and the Midlands.


In this video, our advisers and other members of staff introduce you to BpH Wealth and some of our key values that drive how we serve our clients


Michael Freedman, Partner, Chartered Financial Planner-


Hello, I’m Michael Freedmen, I founded BpH Wealth in 1984 when it was known as Bruce and Partners in Harpenden. We morphed into our present name later, which more aptly describes what we do. We provide holistic financial advice to our clients, achieving this by all our staff attaining the highest qualifications the industry has to offer and planning our clients’ life from the financial aspects, stage by stage, enabling them to achieve what they have as their hearts desires.


Simon Brown, Partner, Chartered Financial Planner, Certified Wealth Mentor-


Michael invited me to join him in 1988. We act as fiduciary advisors to individuals, couples and families. The word fiduciary means trusted financial advisor, one that always puts the clients needs first. Within BpH internally we interpret this as treating clients and our team like family. This has resulted in clients that have been with us for many decades. It has also resulted in a team that genuinely cares about the clients they deal with, and some of the team have been with us ten, twenty or even thirty years.


Rachel Jones, Chartered Financial Planner-


We call our service Lifestyle Wealth Management; this describes an approach of managing wealth that encompasses a full understanding of you, your family and your life before we look at how to organise your money.


John Redmond, Chartered Financial Planner (no longer at BpH Wealth)-


We like to get to the heart of what you want to achieve, taking time to understand your goals and what makes you tick; that way we can be confident that our advice is really suitable.


Elspeth Bedford, Client Services Manager-


I’m responsible for our client services teams; as well as having a dedicated advisor, there is a strong professional team to support you at all stages of your relationship with us. You can contact any of us whatever your need.


Darren Weeks, Compliance and Operations Manager-


I oversee and review internal processes and procedures for compliance and operations; ensuring we have the best possible outcomes for clients and have smooth and efficient processes in place. We’re all passionate about ensuring we continually have the highest standard set.


Rachel Jones, Chartered Financial Planner-


I’m very happy to be able to work with a wonderful range of clients. We have no sales targets or pressure to gather assets under management. We can just focus on you and providing the best possible service. Please give us a call if you would like to hear more about what we can do for you.

Want to find out more about us?