We take a long-term, personalised approach to achieving your financial goals

Individual Investors

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.

We believe that you should be able to relax about your money and focus on what is truly important to you. We also believe it's very important to have an advisor you can trust. Our Bedford-based team is committed to developing an on-going professional relationship tailored to your needs so we can meet your specific investment objectives.

Whether your aim is to support your children or grandchildren through school and university, to protect your wealth for your family’s benefit, or to maintain a lifestyle standard in retirement, Harpur Wealth Management can help you achieve it.

Our approach is to have a face-to-face meeting at a time and location convenient for you. Getting to know you better helps us design a bespoke investment portfolio and strategy that achieves your long-term financial goals and is flexible enough to cope with short-term needs.

Services that we offer include:

Please note, the value of investments and income from them may go down. You may not get back the original amount invested.

Estate planning, taxation, inheritance tax and trusts are not regulated by the Financial Conduct Authority.

In order to make sure we continue to focus on what’s important to you, we will arrange a regular face-to-face review.

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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