Meet our friendly team of experienced, highly qualified advisers

About Us

From our Bedford offices, we provide professional, personable and client-focused financial planning and investment services, as well as advice on insurance, protection, estate and tax planning, to individual investors, business owners and other legal and financial professionals mainly across Bedfordshire, Buckinghamshire, Cambridgeshire and Hertfordshire.

Estate planning and tax planning are not regulated by the Financial Conduct Authority (FCA).

You will find everyone at Harpur Wealth Management professional and personable. We take a long-term approach to investments and financial planning, 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. We firmly believe that by making sure every decision we take is in the best interests of our clients, then not only will we be looking after our client’s long-term future but that we are also looking after our own as a business.

We make no apologies for wanting to be considered the very best financial services company in Bedfordshire and we hope to be able to demonstrate the Harpur Wealth Management difference to you very soon.

The Team

Paul Simmonds, Senior Wealth Manager, Dip PFS

Paul is well-known in Bedford, having lived here since the age of 7. He had a long and occasionally distinguished playing career with the Bedford Blues, Harlequins and Bedford Athletic. In the halcyon days of amateur rugby, Paul supported himself through working in the financial services industry with Cantor Fitzgerald in London. He turned professional for two seasons, but as it was in the twilight of his playing career, Paul already had one eye to the future and opened his first investment and financial advice business in Bedford in 1998. Over the next 11 years Paul built up his office to be one of the parent firm’s most successful practices in the UK.

Always willing to take on a new challenge, Paul established Harpur Wealth Management in 2010 along the same principles of face-to-face service, community involvement and personal relationships. Paul is very active in the local Bedford community through membership of a number of business networking groups.

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Adam Newland

Adam has worked in and around Bedford since 1992 developing relationships with local professionals and businesses. Financial planning is his passion, helping people to confidently achieve their life goals and aspirations, whether they be for business, career or family. His experience is wide ranging and he is qualified to provide pension, investments and protection advice.

Different clients have different priorities and Adam takes time to understand his clients so his advice is not just personal but becomes a natural extension of his client’s own thoughts. As a result, clients assemble their own strategy to which Adam applies the financial framework. With complicated cases Adam likes to keep things simple by breaking down the process so the resultant solution arrives as expected. Financial planning is not just about the future but also the here and now, for which Adam provides wealth management and investment advice so his clients can appreciate their hard earned wealth.

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Darrell Storr, Wealth Manager, Dip PFS

Darrell has built up successful property investment and wealth management business in the local community over the past 14 years. As a fully qualified Financial Adviser, Bedford-born Darrell continues to provide expert advice in a wide field of financial planning; including funding for education, retirement and estate planning and financial protection for the family, amongst other areas.

Having come from a large multi-national financial services background, Darrell can fully appreciate his clients' need for high-quality, whole-of-market advice, whilst still maintaining the attention to detail and customer-focussed service that only comes from being a local adviser to his clients.

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Disclaimer
Harpur Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the UK. Harpur Wealth Management Limited is entered on the Financial Services Register (www.fca.gov.uk/register) under reference 738074.

Harpur Wealth Management Limited registered company address is 19 Goldington Road, Bedford MK40 3JY and the registered company number is 09426887.

This website is aimed at UK Residents only. The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Contact details are as follows - Tel: 01234-924620 and Email: info@harpurwealth.co.uk

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