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Financial Planning Bedfordshire

Harpur Wealth Management financial planning is designed to help people, whatever stage they’re at in their lives, to achieve their financial goals. You may want advice on financial planning for retirement, or for growing your business. Whatever your requirement, Harpur Wealth advisors offer bespoke financial planning in Bedfordshire.

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Estate Planning

Estate planning provides peace of mind that your family won’t encounter problems and delays accessing your estate after your death. We offer detailed guidance on ways to ensure that assets are protected for loved ones. Learn More

Pension Planning

Our financial planners offer clients expert advice on what kinds of pensions are available, and which ones are appropriate to their needs. Rather than wading through endless pension products, trust us to find the right one. Learn More

Inheritance Tax

Harpur Wealth Management advisors can work with you to minimise your Inheritance Tax liability. This means that you pass more of your estate on to loved ones, rather than paying what could be excessive taxes to HMRC. Learn More

Personal Protection

In turbulent times, it’s more important than ever to protect your family’s income, and your business, against unexpected financial shocks. Our financial advisors offer guidance on a range of protection insurance products. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

The Expert​ Wealth Management Company

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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Imagine the reassurance of having a financial plan that addresses all your goals and requirements, however complex your financial arrangements are. That’s what Harpur Wealth Management financial planning in Bedfordshire offers to clients. The advice offered by our financial planners is bespoke to your family and business context and is designed to offer a comprehensive strategy.

 

Harpur Wealth advisors will consider every aspect of your finances in order to help us to understand your specific circumstances. The financial plan we create for you may include:

 

  • Investing for your children.
  • Financial protection for your family and your business.
  • Estate planning and Inheritance Tax.
  • Planning for care you may require in later life
  • Retirement planning
Harpur Wealth Management provides tailored advice and guidance

Bespoke financial planning Bedfordshire

Harpur Wealth Management provides tailored advice and guidance

The financial planning service we offer to our clients is always based on a detailed understanding of their family and business circumstances. We start by listening, in order to create a fully informed, and carefully tailored financial plan.

 

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

 

Circumstances will change over time and financial plans must adapt when they do. Harpur Wealth Management clients are regularly invited to review meetings which allow for timely updates to your plans.

Call us today, and see how we can help

We create bespoke financial strategies tailored for you

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Harpur Wealth Management work with clients across Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay

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