Welcome to Harpur Wealth Management
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.
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The Expert Wealth Management Company

Personal Investment
A long-term, personalised approach to achieving your financial goals
Call us today, and see how we can help
We create bespoke financial strategies tailored for you

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 have confidence in their future management of our affairs.
I had always intended to leave my Final Salary pension schemes alone for when I retired, until I met Ray. After I had shared with him who the Pensions were with, he recommended I review their current transfer value & benefits in order to understand what the benefits could be. He introduced me to a specialist who could undertake the process and make a recommendation.
Ray did all the work for me, helping to guide me through the process. He has significantly improved my financial well-being, both in the short term and the future.
Using the online services provided, I also have clear visibility of all of the transactions and the regular reporting provides confidence even in volatile times.
I am not one quick to recommend, but talk to Ray, you won’t regret it.
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How Harpur Wealth Management Works With You
Our strategies and advice are tailored to the unique circumstances and objectives of each client
We take our time getting to know people. Finding out about you and your financial goals is important to our goal of looking after your long-term future.
Our financial advisors will develop a strategy to help you realise your financial goals. They’ll explain clearly how the strategy is tailored to your specific requirements.
As the years pass your circumstances and financial goals may change. We provide ongoing review meetings so we can keep your wealth management strategy, aligned to your financial goals.