About Us

Meet our friendly team of experienced, highly qualified financial advisers

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.

 

We firmly believe that by making sure every decision we take is in the best interests of our clients, we’re not only looking after our client’s long-term future but also safeguarding our own ongoing professional reputation.

 

Under the leadership of founders and directors Paul Simmonds and Ray Jackson, we provide professional, personable and client-focused financial planning and investment services. We also offer 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).

 

The team

Paul Simmonds

Director & Senior Wealth Manager, Dip PFS

Paul is well-known in Bedford, having lived here since the…

 
Paul Harpur Wealth

Paul Simmonds

Position: Director & 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.

Ray Jackson

Director & Senior Wealth Manager, Dip PFS

Ray was born in London and moved to Wales when…

 
Ray Harpur Wealth

Ray Jackson

Position: Director & Senior Wealth Manager, Dip PFS

Ray was born in London and moved to Wales when he met his wife. He is the joint principal of Harpur Wealth Management alongside Paul Simmonds.

He joined NatWest 1983 taking his banking exams, and worked numerous roles there before joining their financial advisory team 1991.

He left NatWest in 2000 to become an IFA, and now advises high net worth clients – including Medical & Dental professionals and business owners – on all aspects of financial planning. He travels the country on a regular basis, and seeks to work with his clients in hand with other professionals – such accountants and solicitors. He has been with Harpur Wealth since 2014.

Darrell Storr

Wealth Manager, Dip PFS

Darrell built up his own successful investment and property portfolio…

 
Darrell Harpur Wealth

Darrell Storr

Position: Wealth Manager, Dip PFS

Darrell built up his own successful investment and property portfolio before embarking on a career in wealth management.

Having worked in financial services since 1997, Darrell has built up a wide range of expertise across a variety of fields and products. His career began working in a multi-national company, before working for a large financial & international London based firm. Bedford born Darrell is proud to be a part of this local based wealth management company, offering bespoke investment advice for a range of clientele since 2010.

Darrel recognises that no two clients are the same, and enjoys the challenge of compiling individual financial solutions. He does this whilst always maintaining attention to detail, and provides customer-focussed service to each of his clients. Darrell is active in the community, both as a wealth management adviser to business and individual clients – and also raises money to support local and national charities.

Darrell believes that everyone has the right to receive individual, tailor-made financial solutions – according to individual needs and requirements. He is fully qualified to offer advice across many aspects of financial planning, including funding for education, retirement, estate planning and financial protection for the family.

Adam Newland

Wealth Manager, Dip PFS

Following years of experience building relationships and knowledge around technical…

 
Adam Harpur Wealth

Adam Newland

Position: Wealth Manager, Dip PFS

Following years of experience building relationships and knowledge around technical subjects and services, Adam found his way to becoming a financial adviser a natural transition. He enjoys seeing his clients arrive at a place of confidence, so they can live their life when and how they want to.

Adam is a patient person, and is happy to join his clients at any stage of their financial journey. He always welcomes the opportunity to speak with younger or older generations who want to climb on board.

His particular interests lie with pensions and investments. When he’s not working his family life is fully laden with chores and tasks of any typical household, trying to make peace with an ever-changing world. Mainly consisting of a wife and three children whom he loves dearly and is very proud of.

Rachel Wilson

Client Service Executive

Rachel is a Client Service Executive, who is an extremely…

 
Rachel Harpur Wealth

Rachel Wilson

Position: Client Service Executive

Rachel is a Client Service Executive, who is an extremely outgoing and highly motivated member of the team. She has a strong background in financial services.

With her origins in call centre operations, she has extended her skill set, experience and understanding of financial compliance. She also has a decade of overseeing and implementing industry regulations endorsed by the FCA.

Rachel believes that understanding the needs and expectations of all clients is integral to establishing a positive and successful business relationship.

Pietro Di Petta

Trainee Paraplanner

Pietro was born in Bedford before going off to Surrey…

 
Pietro Harpur Wealth

Pietro Di Petta

Position: Trainee Paraplanner

Pietro was born in Bedford before going off to Surrey to study art at university in the late 1990s. This led to him teaching art at secondary level in a variety of schools in the London area. He did this for many years but felt a much needed change was on the horizon. Enter Harpur Wealth Management!

Pietro started working for Harpur Wealth in 2018 as an administrator, and when the opportunity arose for an apprenticeship in financial planning, he grabbed it with both hands! He is currently working his way towards being a fully qualified financial professional.

It has not been without its challenges, but Pietro has really enjoyed the learning process, and he is proud to be part of the great team that enables individuals to plan for their long-term goals.

Jodi Francis

Client Service Executive

Jodi grew up in Bedford till the age of 17,…

 
Jodi Harpur Wealth

Jodi Francis

Position: Client Service Executive

Jodi grew up in Bedford till the age of 17, then took up the challenge of serving in the army for 15 years in various overseas locations and completing numerous tours of duty – including Iraq and Afghanistan.

With her diverse skill set, experience and energy she brings to the office, Jodi has the ability to work well under pressure both independently and as a team – whilst maintaining a high standard at all times.

Sue Giles

Client Service Executive

Sue Giles is the Client Service Executive for Paul Simmonds,…

 
Sue Harpur Wealth

Sue Giles

Position: Client Service Executive

Sue Giles is the Client Service Executive for Paul Simmonds, dealing with the administration of clients’ accounts and answering any queries they may have. She has worked for Paul both at Harpur Wealth Management, and previously for a leading international investment company.

Sue has worked in the Financial Services Industry for many years, previously working in the sale and purchase of endowment policies and client loans. Originally from Newcastle Upon Tyne, She has lived in the Bedford area for many years and has three sons.

Tina Joyce

Client Service Executive

Tina was born and raised in Jersey, in the Channel…

 

Tina Joyce

Position: Client Service Executive

Tina was born and raised in Jersey, in the Channel Islands. Following her passion for animals, she initially worked as a Veterinary Nurse – with both a small practice and the Islands’ Veterinary Hospital.

Looking for a change in career, Tina moved into Wealth Management as a Unit Trust Administrator. She spent a combined 20 years working for both Invesco International and Barclays Wealth International.

In 2005, Tina moved to the UK and continued working for Barclays Wealth International in London. After several years of a tiresome daily commute, she decided to look for something closer to home, and in 2015 her journey with Harpur Wealth Management began as a Client Service Executive. Although semi-retired, Tina now supports Sue Giles in her busy roll.

Kelli Louch

Paraplanner

Kelli joined Harpur Wealth Management in October 2017, having worked…

 
Kelli Harpur Wealth

Kelli Louch

Position: Paraplanner

Kelli joined Harpur Wealth Management in October 2017, having worked at NatWest Bank for over 10 years. She holds a Diploma in Regulated Financial Planning and joined as a Paraplanner – supporting the Financial Advisers with their research and report writing requirements. 

Kelli also offers support to Pietro in his progression to becoming a qualified Paraplanner, and occasionally attends client meetings to assist with the regulatory aspects of financial planning.

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