BPH WEALTH MANAGEMENT - Key Persons
Job Titles:
- Client Services Assistant
Job Titles:
- Client Services Assistant
Charlotte is currently away on maternity leave
I'm a Paraplanner at BpH Wealth:
I joined BpH Wealth in October 2019 as part of the paraplanning team. My key role is to provide the Financial Planners with additional technical support. This involves undertaking product research and analysis, helping to create lifetime cash flow models, report writing along with reviewing and rebalancing portfolios.
Having grown up in Harpenden and attended Sir John Lawes School, I enjoy living and working locally. I started my career in the wealth management profession in 2006 and achieved my Diploma in Financial Planning in 2017. My next goal is to achieve Chartered status.
I am passionate about helping clients plan ahead for the future in a cost effective and tax efficient manner so they can achieve their lifetime goals.
In addition to my role as a Paraplanner, I am a member of BpH Wealth's Charity Committee and help organise fund-raising events as well as volunteering time to help out local charities.
Qualifications:
Currently working towards CII RQF Level 6 Advanced Diploma in Financial Planning
Job Titles:
- Managing Partner
- 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.
Job Titles:
- 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.
Job Titles:
- Client Services Assistant
Job Titles:
- 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.
Job Titles:
- Senior Technical Paraplanner
Job Titles:
- Digital Business Developer and Investment Administrator
Our dear friend and colleague Kate passed away on Christmas Eve 2013. Even until the latter stages of her sick leave, Kate remained concerned for the welfare and details of clients, many of whom she had come to consider as friends.
I provide adviser support:
Having started as an Investment Administrator, I am now working primarily as a Paraplanner while spending some time in my previous role as Client Services Assistant. My role as Paraplanner involves report writing, cash flow preparation, attending client meetings along with research and analysis for the advisers. When working as a Client Services Assistant I help with preparation for client meetings, including preparing investment instructions and general client maintenance.
I've been with BpH Wealth since 2019:
Having grown up in Harpenden, I joined BpH in 2019 after taking some time out after graduating from Warwick University in 2016. I took some time out to go solo traveling in Tokyo, Australia, and New Zealand before returning home and deciding to undertake a career in finance. I'm looking forward to taking further qualifications and opportunities within BpH.
Qualifications:
I have a degree in Maths & Computer Science and I have achieved a Diploma in Regulated Financial Planning. I am currently studying towards the Chartered Financial Planner qualification.
Job Titles:
- Partner
- 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.
Job Titles:
- Chartered Financial Planner
Job Titles:
- 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.
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.
Job Titles:
- Partner
- 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.
Hello I'm Simon Brown, a partner here at BpH Wealth. In many way the evolution of BpH has been informed by global best practice. We are never complacent and are constantly looking to improve our services by sharing and collaborating with our peers. I have met quarterly with five other UK advice firms for the last ten years, and so when the opportunity came to help set up something similar on a global basis through the founding of the Global Association of Independent Advisors (GAIA) It was natural for us to to become involved at the start.
Job Titles:
- Technical Paraplanning Manager