Bedford Financial Advisors

Working with our financial advisors helps you to optimise your future, and achieve your goals, whatever stage you’re at in your life. At Harpur Wealth Management we work to realise the opportunities you have to protect and grow your wealth in order to live the life you want.

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Inheritance Tax

Harpur Wealth financial advisors work with clients to minimise their Inheritance Tax liability. This allows them to pass more of their estate on to loved ones, rather than the family paying a substantial amount to HMRC. Learn More

Estate Planning
Estate planning offers peace of mind that there won’t be problems or delays for your family accessing your estate after your death. We provide guidance on ways to ensure that your assets are protected for loved ones. Learn More
Personal Protection

When the economy is turbulent, it’s more important than ever to protect your business, and your family’s income, against financial shocks. Bedford financial advisors offer guidance on a range of protection insurance products. Learn More

Retirement Planning

Our financial advisors offer expert advice on what kinds of pensions are available, and which ones are appropriate to clients’ requirements. Rather than wading through pension products, trust us to find the right one for you. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

How Harpur Wealth’s
Financial Advisors Work With You

Personal Investment

A long-term, personalised approach to achieving your financial goals

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Business Investment

Tailored employee benefit schemes and investment strategies

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Wealth Management Partners

Tax planning, probate, charity and trust investments

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We begin by gaining an understanding of each individual client, and their financial objectives. Then we review the financial arrangements they currently have in place, before developing a bespoke strategy tailored to optimising their financial future.

 

There are a number of ways in which our Bedford financial advisors do this. We will:

 

  • Calculate the funds you need to achieve the retirement you desire.
  • Ensure that you, and your family do not pay more tax than you need to.
  • Make certain that your investments are working tax-efficiently on your behalf.
  • Work with you to protect and grow wealth you have.
  • Offer ongoing financial advice that is bespoke to your unique circumstances.
Bedford financial advisors provide tailored advice and guidance

Bespoke Wealth Management in Bedfordshire

Our financial advisors in Bedford provide tailored advice and guidance

Harpur Wealth financial advisors offer advice and guidance based on a detailed understanding of each client’s family and business circumstances. We begin by listening, in order to create a fully informed, and carefully tailored financial strategy.

 

Our personalised financial planning is carefully designed help Bedford clients achieve their goals. Your financial advisor will offer a clear explanation of how the plan is aligned to your requirements.

 

Your circumstances may change over time and our financial plans can adapt when they do. Harpur Wealth Management clients receive regular invitations to review meetings which allow for timely updates to their financial strategy.

Call us today, and see how we can help

We create bespoke financial strategies tailored for you

testimonials

Harpur Wealth Management have worked with clients in and around Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wootton, Renhold, Cardington and Great Barford

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