Search

Pension Planning Bedfordshire

We now have the opportunity to enjoy more of our lives in retirement, so pension planning is a priority no matter what age you are. At Harpur Wealth Management in Bedfordshire we help people at all stages of their careers to invest smartly in their their future. Don’t know where to begin? Our financial advisors are waiting to get you started.

Book a FREE Consultation

Estate Planning

We all want our loved ones to make best use of the inheritance we pass on to them. Planning how your estate is divided and used after your death ensures that they are properly provided for. Learn More

Retirement Planning

Many clients have plans to travel, create their own business, or learn new skills in their retirement. Our wealth management advisors ensure that you have the money available to realise your dreams. Learn More

Inheritance Tax
Harpur Wealth Management advisors help clients to avoid leaving family members a large inheritance tax bill to manage. We work with you to structure your estate, use ‘gifting’, and create ‘trusts’. Learn More
Intergenerational Wealth

Many families find that their children need financial help to buy property and invest for their future. At Harpur Wealth in Bedfordshire we’re helping clients to pass on their wealth when it’s most needed. 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

Find out more

Business Investment

Tailored employee benefit schemes and investment strategies

Find out more

Wealth Management Partners

Tax planning, probate, charity and trust investments

Find out more

A personal pension allows you to save for your retirement in a tax efficient way. It also provides funding for the opportunities you wish to explore when you reach the end of your working life.

 

Contributing to a pension means that you’ll receive tax relief as you save. The government is, therefore, co-contributing to the pension-pot you’re creating.

 

If you have a pension plan but it won’t give you as much money in retirement as you would like, you can boost your pension by increasing your contributions or adjusting your retirement date.

 

The earliest you’ll be able to access your pension funds is when you’re 55 or later, dependent on the pension scheme you’re paying into.

Pension Advice in Bedfordshire

Pension Planning for Bedfordshire Clients

We tailor our strategies and advice to the unique objectives and circumstances of each client

Harpur Wealth Management advisors take time to get to know their clients. Finding out about your retirement goals is key to successful pension planning.

 

We develop a strategy to support you in the achievement of your long-term financial goals. Our financial advisors will explain how this strategy is tailored to your requirements.

 

Circumstances and financial goals are subject to change as the years pass. Harpur Wealth clients have regular review meetings to ensure your long-term strategy remains aligned to your 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, Sandy, Dunstable, Barton-le-Clay and Woburn

Scroll to Top