Estate Planning is all about creating a clear plan which details your instructions for how your estate should be managed when you die. Our advisors offer guidance on ensuring that your assets are protected for loved ones. Learn More
In an uncertain world, it’s important to safeguard your income, your family’s income, and your business against the impact of financial shocks. Our financial advisors offer guidance on protection insurance products. Learn More
Harpur Wealth Management advisors offer specialist advice on the range of pensions available, and ones that are appropriate to your needs. Rather than feeling overwhelmed by pension products. Trust the experts. Learn More
Inheritance Tax planning helps Bedfordshire clients to minimise their Inheritance Tax liability. We help you to pass on more of your estate to loved ones, rather than paying what could be significant taxes to HMRC. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
Planning for retirement helps Bedfordshire clients to achieve peace of mind that they will have sufficient income to enjoy the retirement they desire. There are 3 main questions that retirement planning addresses:
- When should you start saving for your retirement?
- At what age will you be able to retire?
- How much money do you need in order to achieve the retirement you want?
We recommend starting to plan for your pension earlier rather than later. Make a start by talking through your plans with a Harpur Wealth Management advisor. We help Bedfordshire clients to work out how much they will need, and we advise them on pensions, property and investments that will help them to achieve it.
Bespoke planning for retirement for Bedfordshire clients
Harpur Wealth Management advice and guidance is bespoke
Our financial and wealth management guidance for clients is based on a detailed understanding of the plans they have for retirement, and their current financial situation. Understanding you helps our advisors to create a tailored strategy.
Our advisors develop a personalised financial plan designed to ensure the successful achievement of your retirement goals. We will provide a clear explanation of how the strategy is aligned to your requirements.
Plans and circumstances can change over time. Bedfordshire clients are invited to attend regular review meetings allowing for updates and adjustments where necessary.
Call us today, and see how we can help
We create bespoke financial strategies tailored for you
Harpur Wealth Management work with clients across Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay