Our financial advisors will help you to safeguard your income, your family’s income, and your business against unexpected illness and life events. We provide the peace of mind that you are protected. Learn More
Our Kimbolton advisors save you the task of wading through hundreds of different products. They work with you to assess your needs, and then offer the pension that is most appropriate. We’re experts on pensions. Learn More
Estate planning allows you to document your wishes with regard the distribution of your assets, and the management of your estate after your death. It’s a way of ensuring that your family are provided for. Learn More
Are you worried that your family may be landed with a large Inheritance Tax bill? If your assets are substantial, our wealth management advisors can help you to structure your estate in order to avoid this. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
Retirement planning provides Kimbolton clients with the assurance that they will have the income they need, in order to enjoy the retirement they desire. The Harpur Wealth team helps you to calculate your retirement income goals and identify the ways you will achieve them. We specialise in creating tailored retirement plans based on current assets.
Harpur Wealth clients work with a wealth management expert on their retirement planning. You will have access to new financial products as they appear, and any relevant information about upcoming tax legislation that could benefit your financial situation.
Bespoke retirement planning for Kimbolton clients
Harpur Wealth Management guidance and advice is tailored to your specific circumstances and retirement objectives.
Our advisors get to know clients before offering financial guidance. Understanding you, and your financial aims helps us to support you in planning for retirement.
Harpur Wealth Management advisors develop a strategy with the aim of achieving your retirement goals. We always explain how the strategy is aligned to your requirements.
Circumstances and financial goals may change with time. Clients are offered ongoing review meetings in order to keep their wealth management strategy tailored to their financial 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 Kimbolton, including: Bedford, Northampton, Cambridge, Biggleswade, Peterborough, Kettering, St Neots, Corby, March and Royston