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Private Wealth Management Bedford

At Harpur Wealth Management we start by finding out what matters the most to clients, because that’s what we’ll be helping them to plan for. Once we know what you want to achieve with your wealth – whether it’s business, family or socially oriented – our wealth management services are designed to ensure that you succeed.

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Pension Planning

We provide guidance on the pensions which can offer you the best value. Harpur Wealth managers work alongside clients, introducing them to the range of products available, and considering which are most appropriate to their needs. Learn More

Personal Protection

When there’s global financial uncertainty, your business and family’s income need to be protected from financial shocks. Our financial advisors provide guidance on protection insurance products. Learn More

Estate Planning

Estate planning saves your family the potential distress and inconvenience of delayed access to your estate in the event of your death. Private wealth management advisors ensure that assets are protected for loved ones. Learn More

Inheritance Tax

We work with clients to minimise Inheritance Tax liability. This involves maximising the proportion of your estate that you can pass on to loved ones, rather than paying our excessive taxes to HMRC. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

Private Wealth Management Bedford

Personal Investment

A long-term, personalised approach to achieving your financial goals

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Business Investment

Tailored employee benefit schemes and investment strategies

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Wealth Management Partners

Tax planning, probate, charity and trust investments

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Private wealth management helps individuals to navigate the complexities of financial markets. The management and growth of wealth is directed towards specific goals which will be unique to each individual client. For this reason, our advisors take time understand a client; their family, their business, and the life goals they’re pursuing. Together we can then plan how best to achieve those goals and benefit subsequent generations.

 

In order to take a holistic approach to our Bedford clients’ financial management, we use a range of wealth management services. These may include:

 

  • Investment management and guidance.
  • Estate planning.
  • Tax planning.
  • Protection insurance.
  • Financial planning.
  • Retirement planning.
Personal Private Wealth Protection

Private Wealth Management Bedford

Harpur Wealth Management offers Bedford clients bespoke guidance and advice

The financial services we offer are founded on a holistic understanding of a client’s family and business circumstances. Listening is our starting point, as it enables us to offer the appropriate wealth management planning strategies.

 

You can expect bespoke advice and a personalised approach to achieving your financial goals. Your wealth management advisor will explain clearly how the strategy aligns to your specific requirements.

 

Circumstances and financial goals may change over time. We provide ongoing review meetings in order to keep your wealth management strategy aligned to your financial 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 around Bedfordshire, including: Ampthill, Luton, Clapham, Bromham, Biggleswade, Kempston, Flitwick, Oakley, Renhold and Barton-le-Clay

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