It’s natural for families to worry about leaving their loved ones with a large Inheritance Tax bill to manage. Harpur Wealth Management advisors help you to avoid this by creating trusts, and structuring your estate. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
A personal pension is an opportunity to save for retirement in a tax efficient way. It can also be seen as the creation of a fund which allows you to realise the hopes and ambitions you’ve maybe waited a lifetime to fulfil.
Your pension contributions ensure you’ll receive tax relief as you save because the government co-contributes to the pension-pot you’re creating.
If you find that your personal pension won’t yield the returns to give you the retirement you desire, it’s possible to boost your pension by increasing your contributions or simply adjusting the date of your retirement.
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.
Personal Pension Planning for Bedford Clients
Our pension strategies and advice are tailored to the circumstances and objectives of each client.
Advisors at Harpur Wealth Management take the time needed to get to know you. Understanding your retirement goals is essential to successful personal pension planning.
We develop a bespoke strategy to support you in the achievement of your long-term financial goals. Our financial advisors will explain how it is tailored to your requirements.
Circumstances and financial goals are always subject to change. Harpur Wealth clients are invited to 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
Harpur Wealth Management have worked with clients in and around Bedford, including: Ampthill, Oakley, Clapham, Bromham, Elstow, Kempston, Wooton, Salph End, Cardington and Great Barford