Our financial advisors will help with implementing the structures that businesses are required to put in place for Company Pension Schemes. We also advise of types of scheme allowed by government legislation. Learn More
Key Man Insurance
Harpur Wealth advisors help your business to implement policies that lessen the impact of losing key employees. Key Man insurance protects revenue, and provides cover whilst you recruit. Learn More
We can put in place employee benefits, such as private health insurance, income protection, or death-in-service. If you already offer these benefits, we can review your existing policies ensure you have the best deal. Learn More
Everything we do is tailored to you
The Specialist Wealth Management Company
Local Advice on Business Investment in Bedfordshire
As business owners ourselves, Harpur Wealth Management understands the issues local businesses are dealing with, because we have faced them too. We recognise the signs when a business is becoming bogged down with the minutiae of day-to-day issues, and we put in place strategies to alleviate this situation.
Our goal is to help our clients to be able to concentrate on the things they do best, whilst knowing that their financial health is in good hands. We’ll help you to devise a carefully tailored, long term investment strategy, so that when the moment arrives for you to exit, you’ll get an excellent return on your business.
Bespoke Business Investment for Bedfordshire Clients
Specialist services from a local wealth management company
Wealth management works best when advisors have a detailed understanding of their clients’ business, aspirations, and long-term strategy. So we start by listening, so that we can create successful bespoke business investment opportunities.
Harpur Wealth Management advisors provide business investment strategies specific to each client. We always include a detailed commentary, that demonstrates how your strategy relates to your objectives.
It’s impossible to avoid risk; what we can do though is to be clear about the level of risk any business investment involves, and be prepared to adapt should circumstances change. Harpur Wealth clients are invited to regular review meetings.
Call us today, and see how we can help
We create bespoke financial strategies tailored for you
Harpur Wealth Management have worked with clients throughout Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay