BHP Financial Planning. The best of both worlds.

BHP Financial Planning is the financial planning arm of BHP, Chartered Accountants, one of the North of England’s largest professional firms with a 150-year track record.

Clients of BHP Financial Planning enjoy all the personalised, friendly service of a boutique adviser, backed up by the resources and competence of a fully integrated accountancy firm.

Truly the best of both worlds.

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A brief insight into the art of financial planning.

At its heart, our financial planning service is not about money. It’s about helping our clients find the way to the best life they can possibly lead, now and in the future.

What the route is will be different for every person, so the advice we give is entirely individual and personal, focusing on what is important to you.

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Better to plan for inheritance tax than stumble into it by accident.

Something many people don’t realise is that on their death their estate will owe tax at 40% on anything above the inheritance tax (IHT) threshold of £325,000.

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Dealing with tax intelligently.

A prudent approach to financial planning requires that any plan should be carefully analysed from the perspective of taxation.

Good tax planning may include the timing of income and of asset purchases, selection of investments and types of retirement plans…

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Trust and estates advice you, and the next generation, can count on.

For anyone with significant personal assets, or a successful business, carefully planning for the future makes a lot of sense, especially if there’s a next generation to take into consideration.

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Investing means taking risks. But not investing is risky, too.

When we invest your money, we are guided by a number of core beliefs which comprise our investment philosophy. We believe that financial markets, powered by the wealth-generating capacity of global capitalism, will provide an adequate rate of return, in the long run.

We use investment funds with broad exposure to investment asset classes across the world, to harness the steady progress of capital markets, over time.

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The end of the business owner shouldn’t mean the end of the business.

Anyone who counts the ownership of a business amongst their assets should consider what their plans are when circumstances change. This could be due to retirement or illness.

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The biggest risk to your business could be that it doesn’t exist at all.

An absolute essential for any successful business operation is the understanding and management of risk.

It’s a risk that is easy to overlook, yet profitability and cash flow may be severely affected by such an eventuality. Indeed, for many businesses, the effects can turn out to be terminal.

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Introducing the team that makes it all possible.

In the world of financial planning, which is very much a people business, any firm is only as good as the people who are there, week in, week-out, advising clients.

At BHP, we make the proud claim that our can-do culture, our positivity, and our professionalism, make our people self-selecting. Putting it absolutely straight, anyone who didn’t share these character traits simply wouldn’t fit in!

Key Contacts

Key Contacts

Joy Clegg

Managing Director - BHP Financial Planning

Email Joy
07855 517897
Full Bio

Nick Brier

Director and Chartered Financial Planner

Email Nick
07795384870
Full Bio

Andy Myers

Chartered Financial Planner

Email Andy
07920 816472
Full Bio

Andrea Yellops

Senior Financial Planner

Email Andrea
07759 791410
Full Bio

Tim Clasper

Chartered Financial Planner

Email Tim
07841 806427
Full Bio

Mitch Burke

Chartered Financial Planner

Email Mitch
07702 856747
Full Bio

Marie Hudson

Head of Operations

Email Marie
0114 266 7171
Full Bio

Jordan Capel

Financial Planner

Email Jordan
0114 266 7171
Full Bio

Sarah Garrity

Graduate Financial Planner

Email Sarah
0114 266 7171
Full Bio
View the full team

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