Business Details
16 Years
experience
Trusted Financial Advisers in Bedford
Harpur Wealth Management has been delivering professional financial advisory services since 2010, founded on principles of personalized client relationships and community engagement. Our team of qualified wealth managers combines decades of industry experience with a commitment to understanding each client's unique financial circumstances. We specialise in creating tailored investment strategies for individuals, families, and businesses, focusing on long-term financial security through pensions, savings, and insurance solutions. Our expertise extends to tax planning, estate management, and business investment strategies, serving clients across Bedfordshire, Buckinghamshire, Cambridgeshire, and Hertfordshire.As an FCA-authorised firm, we maintain rigorous professional standards while providing transparent, ethical advice that prioritises client interests. Our ongoing review process ensures financial strategies evolve with changing circumstances, supported by advanced reporting tools and accessible client services. With a heritage rooted in local business networks and a reputation for exceptional service, we combine technical expertise with a personable approach to wealth management.
Services
Personal Investment
Business Investment
Wealth Management
Tax Planning
Pension Advice
Details
- Year established: 2010
Highlights and features
- We provide personalized financial strategies tailored to individual client needs
- Our team has decades of combined experience in wealth management and investment
- We offer ongoing portfolio reviews and transparent reporting mechanisms
- We combine technical expertise with a personable, client-focused approach
- We serve clients across Bedfordshire and surrounding counties with local knowledge
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional and knowledgeable
Confidence in their future management
Improved financial well-being
Regular reporting provides confidence
Highly personalised service
Services
Personal Investment
Our personal investment service creates tailored portfolios aligned with individual financial goals and risk profiles. We combine market expertise with ongoing portfolio management to optimise returns while maintaining appropriate risk levels. Clients benefit from regular performance reviews and transparent reporting to ensure their investments remain aligned with evolving financial objectives.
Business Investment
We develop strategic investment solutions for businesses, focusing on growth opportunities and employee benefit schemes. Our approach considers company-specific objectives while navigating market complexities to maximise returns. Business clients receive dedicated support for investment planning and implementation across various market conditions.
Wealth Management
Our comprehensive wealth management service integrates investment strategies with long-term financial planning. We help clients preserve and grow assets through tailored approaches that adapt to changing circumstances. The service includes regular reviews to ensure financial strategies remain aligned with evolving personal and professional situations.
Tax Planning
We provide strategic tax planning solutions to optimise financial outcomes within legal frameworks. Our approach considers current and future tax implications across investment portfolios and estate planning. Clients receive guidance on tax-efficient strategies while maintaining compliance with regulatory requirements.
Pension Advice
Our pension advice service helps clients navigate complex retirement planning decisions. We assess existing pension arrangements and recommend appropriate strategies for long-term financial security. The service includes transfer value analysis and benefit optimisation to maximise retirement outcomes.
People
Paul Simmonds
Director & Senior Wealth Manager
With over two decades in financial services, Paul established Harpur Wealth Management in 2010 after successful careers in rugby and finance. He specialises in client-focused wealth management, combining technical expertise with community engagement to deliver tailored financial solutions.
Darrell Storr
Wealth Manager
Darrell brings extensive investment experience to his role, having built successful portfolios before transitioning to wealth management. He focuses on creating individual financial solutions while maintaining attention to detail and client-centric service since joining in 2010.
Adam Newland
Wealth Manager
Adam specialises in pensions and investments, guiding clients through financial journeys with patience and expertise. He combines technical knowledge with practical financial planning to help clients achieve their long-term objectives across various life stages.
Rachel Wilson
Client Service Executive
Rachel manages client relationships with a focus on understanding client needs and expectations. Her decade of FCA-regulated compliance experience ensures efficient administration and responsive support for clients' investment portfolios.
Pietro Di Petta
Trainee Paraplanner
Pietro is progressing towards full financial qualification while supporting the team with administrative and planning tasks. His transition from art education to finance demonstrates commitment to helping clients plan for long-term financial goals.
Questions
What financial services do you offer?
We provide personal and business investment solutions, wealth management, tax planning, pension advice, and estate planning services tailored to individual client needs.
How do you work with clients?
We develop tailored financial strategies through initial consultations, ongoing reviews, and transparent reporting to ensure your investment portfolio evolves with your changing circumstances.
Which areas do you serve?
We primarily serve clients in Bedfordshire, Buckinghamshire, Cambridgeshire, and Hertfordshire with financial planning expertise and local market knowledge.
Are your services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 738074 for financial services in the UK.
How are investment fees structured?
Our fee structure is transparent and discussed during initial consultations, with charges based on the complexity of services provided and ongoing portfolio management requirements.
Can I review my investments online?
Yes, we provide online access to transaction records and regular reporting to maintain visibility of your investment portfolio and financial strategy.
Reviews (5)
Jim W.
Sep 21, 2021
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I have found Adam to be most helpful over the past few years with clear information, regular reviews and sound balanced advice. I have no hesitation in recommending him and HWM ltd
Tony Sabey
May 24, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
High quality advice and excellent reporting delivered promptly. Extremely efficient and highly recommended.
High quality advice and excellent reporting delivered promptly. Extremely efficient and highly recommended.
Mark Hyde
Feb 27, 2021
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Adam is a very helpful and astute adviser ably supported by capable support team. Very happy with the advice I have received over the last few years with him.
Graham Hardman
Nov 26, 2020
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So far so good, is the best way I can describe Harpur Wealth so far. Adam is very helpful, seems to know what he is talking about, and is always willing to spend time discussing any questions I may have. Ive marked them 4 stars, so far, as I am relatively new customer. Time, and how well my investment does, will tell whether that will go up to 5 stars. Im sure we both hope so.
Steve Edmanson
Aug 01, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Always available to answer any queries I may have and are very receptive to all my financial needs and requirements. I have no hesitation in recommending them.
Always available to answer any queries I may have and are very receptive to all my financial needs and requirements. I have no hesitation in recommending them.
