BpH Wealth Management LLP
BpH Wealth Management LLP, established in 1984, provides Lifestyle Wealth Management services. The firm has a team of 23 professionals and focuses on offering fiduciary financial advice to a limited number of clients.
- Investment planning
- Fee-based financial advice
- Lifestyle Wealth Management
- Lifetime cashflow modelling
Locations
Competitors
Geneva Wealth provides wealth management and financial planning services tailored for private clients and business owners.
Abrey Private Clients LLP is a financial advisory firm that supports individuals with complex financial planning needs, helping them to achieve their desired lifestyles.
AMR Financial Management is a provider of tailored financial planning and investment advice to private individuals, trustees, companies, and charities.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
BpH Wealth Management LLP is operated by BPH Wealth Management LLP and is a Active company incorporated on 15 November 2007 with the registered office located in Harpenden, Hertfordshire. BPH Wealth Management LLP was registered 17 years ago.
Status
Active
Size
Micro
Directors
4
Age
17 years old
Employees
20
Turnover
Unreported
Total Assets
£526.94K
Cash in Bank
£406.25K
Total Liabilities
-£143.45K
Teams
11
8
5
2
1
2
Partner • Joined Feb 1988
Digital Business Developer And Client Relationship Manager • Joined Jun 2024
Administrator • Joined Jan 2021
Investments And Operations Administrator • Joined Mar 2020
Personal Assistant • Joined Oct 1989
Financial Planner • Joined Jul 2024
Paraplanner • Joined Oct 2019
Financial Planner • Joined Sep 2019
Paraplanner • Joined Jun 2024
Chartered Financial Planner • Joined Nov 2004
Partner • Joined Feb 1988
Digital Business Developer And Client Relationship Manager • Joined Jun 2024
Personal Assistant • Joined Oct 1989
Financial Planner • Joined Jul 2024
Paraplanner • Joined Oct 2019
Financial Planner • Joined Sep 2019
Paraplanner • Joined Jun 2024
Chartered Financial Planner • Joined Nov 2004
Financial Planner • Joined Jul 2024
Paraplanner • Joined Oct 2019
Financial Planner • Joined Sep 2019
Paraplanner • Joined Jun 2024
Chartered Financial Planner • Joined Nov 2004
Administrator • Joined Jan 2021
Personal Assistant • Joined Oct 1989
Senior Technical Paraplanner • Joined Jun 2022
Investments And Operations Administrator • Joined Mar 2020
Employee
View 11 members