Tailored Strategies for Business
The Harpur Wealth Management team don’t expect business owners to know about business investment strategy. That’s why we exist. Here’s the way we see it; businesses like Harpur Wealth can help businesses like yours to create a tailored investment strategy that works for you. So you can focus on doing what you do best – running your business.
What Does Business Investment Cover?
In its purest form, business investment refers to medium, or long-term company savings which you may want to invest in order to maximise return on them. But at Harpur Wealth Management, we have a broader aim: to ensure that you get out of your business more than you put in.
To this end, our skilled and experienced team work with business owners to create a bespoke business investment strategy. This will provide for you the best possible financial return, when you decide it’s time to exit.
Our business investment services include:
- Business investment accounts
- Protection for sole traders & partnerships
- Key man insurance
- Company pensions/NEST
- Offshore investments
- Group protection
How Does Harpur Wealth Management Work With Business Clients?
First of all, it’s important to state that we take time to get to know our clients before offering them financial advice. That’s because we tailor our strategies and advice to match the unique circumstances and objectives each business client presents to us. Our long-term strategies are aligned to your business goals, and your advisor will demonstrate this by talking through your plan in detail.
The progress of business investment strategies is reviewed regularly. 2020 has reminded us that markets adjust to the changes we experience as a society. Because of this we have an ongoing dialogue with business clients. We are able to offer advice when pertinent and, should your needs or circumstances change, we can review your strategy in the light of this.