Personal Investment

At Harpur Wealth Management, every aspect of our financial and investment advice is focused on putting your needs first in order to support your financial goals or your estate, retirement or tax planning objectives.

Personal Investment Services that we offer include:

Using institutional funds, we help optimise your investments. Regular reviewing and reporting at face-to-face meetings ensures that we stay on track to meet your objectives.

We help select the right pension scheme for you, depending on your own situation and objectives. You may wish to invest in a particular asset class, or simply to maximise tax-free cash, and deliver the pension income you want.

Retirement can mean different things to different people. We work with you to create a plan to fund the retirement lifestyle you desire.

We can help reduce your inheritance tax liability, using trusts, BPR and structured gifting programmes utilising many available allowances. Alternatively, we can look to cover a potential inheritance tax liability by creating a life policy in trust for your beneficiaries.

Having established a Plan A for your investment objectives, you may wish to have a Plan B to protect you and your family against unforeseeable circumstances. We access leading UK providers for protection policies such as life cover and critical illness cover.

We can help ensure that your financial affairs are managed in the most efficient way, in order to reduce your tax liability.

We record and confirm all the details of your financial life, including assets, liabilities, children, grandchildren, investments, other professional advisers and wills.

You are able to access your portfolio online. The value of your holdings is updated on a daily basis, giving you a comprehensive, accurate view of all your finances.

Please Note

The value of investments and income from them may go down. You may not get back the original amount invested.

Estate planning, taxation, inheritance tax and trusts are not regulated by the Financial Conduct Authority. In order to make sure we continue to focus on what’s important to you, we will arrange a regular face-to-face review.

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