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Local Wealth Advisor in Bedford

Wealth advisors at Harpur Wealth Management, Bedford, provide specialist financial advice for private individuals and businesses. Our goal is to help clients increase their wealth, minimise their financial risks, and protect their assets. In order to achieve these aims, we provide advice on pensions, estate planning, investments, financial services, tax planning, and retirement planning.

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Estate Planning

Wealth advisors help clients to create a tax-efficient estate plan detailing the distribution of assets to their beneficiaries. Tax-efficient estate planning may offer the opportunity for you to pass more onto your loved ones. Learn More

Inheritance Tax

Concerned about the burden Inheritance Tax may place on your loved ones once you’re gone? Harpur Wealth Management’s advisors offer guidance on organising your estate to minimise undue stress for your family. Learn More

Pension Planning

A pension is an investment in your future, which makes saving for your pension a smart move, no matter your age. As your savings accumulate, your pension fund grows, allowing you to achieve the retirement lifestyle you desire. Learn More

Personal Protection

Harpur Wealth recognises the impact of unexpected financial shocks. We help you to establish a safety net that protects you, your family, and your business. Our personal protection measures ensure income security. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

Wealth Management Services in Bedford

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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What are the Benefits of Wealth Management?

Your local wealth management advisor in Bedford will offer financial guidance on ways to manage and grow your wealth. It’s important to us that we take time to learn about you, your business, your family, and your life goals. Working together, we create a financial plan tailored to your individual circumstances.

 

There are several benefits to be enjoyed as a result of wealth management services:

 

  • Clarity regarding your financial goals and how you can achieve them.
  • A detailed financial plan that is tailored to your needs and your risk appetite.
  • An investment portfolio that is expertly managed on your behalf.
  • Long term financial security for you and peace of mind for your family.
Bespoke Wealth Management for Bedford Clients

Bespoke Wealth Management for Bedford Clients

Our strategies and advice are personalised to each client’s circumstances and objectives.

A local wealth management advisor will ensure that they understand you and your financial goals in order to advise on your long-term future.

 

Harpur Wealth advisors offer personalised guidance in order to to achieve your financial goals. They will explain how they work to meet your specific requirements.

 

As your circumstances and life goals evolve, we conduct regular review meetings to be certain that your wealth management strategy remains aligned with your changing financial objectives.

Please Note

The Financial Conduct Authority does not regulate taxation, estate planning, trusts or business advice.

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 around Bedfordshire, including: Ampthill, Luton, Clapham, Bromham, Biggleswade, Kempston, Flitwick, Oakley, Renhold and Barton-le-Clay

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