We help navigate the complex world of investments, pensions, savings and insurance. Providing professional expertise and a personable, tailored service we can help meet the long-term financial goals for you, your family or your business. Harpur Wealth offer an experienced and professional approach to business and are friendly and efficient in delivery of their service.
I used to manage our investment portfolio myself but became increasingly concerned with the complexity and potential volatility of the market. Upon recommendation from my Accountant I contacted Harpur Wealth. At first, I was hesitant with the changes to our portfolio but these proved most beneficial.
I used to manage our investment portfolio myself but became increasingly concerned with the complexity and potential volatility of the market. Upon recommendation from my Accountant I contacted Harpur Wealth. At first, I was hesitant with the changes to our portfolio but these proved most beneficial.
Services
About Us
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We make no apologies for wanting to be considered the very best financial services company in Bedfordshire. You will find everyone at Harpur Wealth Management is both friendly and professional. We take a long-term approach to investments and financial planning. This means ensuring that we take the time to get to know people so that we can tailor our strategies and advice to the unique circumstances and objectives of every client.
Personal Investment
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At Harpur Wealth Management, every aspect of our financial and investment advice is focused on putting your needs first in order to support your financial goals or your estate, retirement or tax planning objectives. Using institutional funds, we help optimise your investments. Regular reviewing and reporting at face-to-face meetings ensures that we stay on track to meet your objectives.
Business Investment
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Issues such as company pensions, employee benefits and insurance can distract you from the business of running a company. We create tailored employee benefit schemes and business investment strategies so you can focus on what you're passionate about. As business owners ourselves, we understand many of the issues you are dealing with because we have faced them too.
Wealth Management Partners
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We have built up a network of legal firms and accountancy practices with whom we have developed professional partnerships in order to deliver a seamless and enhanced client experience. Services such as tax planning, probate advice and trust and charity investments used to be offered by solicitors and accountants until The Financial Services and Markets Act of 2000 came into force.
Client Agreement
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This agreement sets out the terms under which our services are to be provided, including details of the specific services and a summary of our charges for those services. Harpur Wealth Management Limited is a financial planning business focused on helping you understand and plan for your financial future.
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