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Financial Advisor Bedfordshire

Our financial advisors provide clear and effective financial planning to help businesses and individuals achieve their financial goals. Harpur Wealth's friendly, experienced team is skilled at managing the financial requirements of a range of clients, looking for guidance on pensions, investments, or insurance.

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Retirement Planning

What do you have planned for your retirement? Our financial advisors help you to develop a pre and post retirement plan that ensures your retirement comes to fruition, and your wealth continues to work for you. Learn More

Inheritance Tax

Worried that your family members may have a large Inheritance Tax bill to deal with when you die? If you have substantial assets, our financial advisors can help to structure your estate in order to avoid this. 

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Protection Planning

Protection insurance provides financial underpinning, offering peace of mind that your family and business interests are protected against illness, redundancy, or death. We’ll find the right protection for you.

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Estate Planning

Estate planning provides you with the opportunity to document how you want your estate to be managed when you die. Harpur Wealth Management advisors help to ensure the protection of your assets for your loved ones. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

Working With a
Financial Advisor in Bedfordshire

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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At Harpur Wealth Management we see the role of the financial advisor to be a financial planning partner for clients. They provide the expertise to help you accomplish your life goals, whether it’s paying for your children’s university education, or planning your retirement.

 

Conversations with your financial advisor will cover a range of issues, from the amount of savings you need, to insurance products, to tax planning and pensions. Part of the role of a financial advisor for Bedfordshire clients is to help navigate the complexities of tax, insurance, and investments.

 

The first step in your partnership with a financial advisor is coming to a clear understanding of your current financial health. Once there is clarity about your current situation, they will help you to begin planning for the financial future you want.

Bespoke Wealth Advice in Bedford

How Harpur Wealth Management Works With You

Your financial advisor in Bedfordshire will tailor strategies and advice to your unique circumstances and objectives.

At Harpur Wealth we take time getting to know our clients. Finding out about you and your financial goals helps us to look after your long-term future.

 

Our financial advisors will develop a bespoke strategy to help you realise your financial goals. They’ll explain clearly how the strategy is tailored to you.

 

Over time your circumstances and financial goals may change. We provide ongoing review meetings so that your wealth management strategy remains aligned to your financial goals.

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 throughout Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay

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