BpH Wealth Management
Hertfordshire, United Kingdom
Service with Minor Environmental Footprint
We provide a ‘Lifestyle Wealth Management’ service to our clients. This describes a holistic approach to managing wealth. It involves a full understanding of you, your needs, goals, key relationships and financial resources to develop a personal, bespoke, financial plan to help you protect, accumulate and eventually transfer your wealth. We seek to look after your personal as well as financial wellbeing, helping you create your desired balance between life, money and society. We find that the limited number of clients we focus on don’t want to leave us, and we look after them and their investments through the generations. Our team members also don’t want to leave us; many have been with us for between 20 and 30 years. As a consequence, our team know our clients intimately, which gives our clients a great deal of security and peace of mind.
Overall B Impact Score
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Previous Overall B Impact Scores
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