Retirement Planning Woburn

Over the last few decades life expectancy has increased significantly, which means that we have longer to enjoy our retirement. That may involve travelling the world, learning something new or volunteering. Harpur Wealth Management retirement planning helps you to calculate your retirement income goals and identify the ways you will achieve them.

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Estate Planning

Estate planning is the process of documenting your wishes concerning your assets and specifying who will carry out your wishes after your death. It ensures that your family is protected and provided for. Learn More

Inheritance Tax

If you have substantial assets, you may be worrying about your family having to pay Inheritance Tax on their legacy. Our wealth management advisors help clients structure their estate in order to avoid large bills. Learn More

Pension Planning

There are numerous choices when it comes to pension planning, but which one is right for you? Our Woburn advisors understand the range of products on offer and will offer appropriate guidance. Learn More

Personal Protection

The Harpur team helps clients to safeguard their family, business and income. We put the protection in place, so that you have peace of mind that – should the unexpected occur – you’re protected. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

The Expert​ Wealth Management Company

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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Retirement planning gives Woburn clients peace of mind that you can achieve the income you need for the retirement you desire. The Harpur Wealth team can guide you through the process of:

 

  • Calculating the income you will need in retirement.
  • Creating a plan for achieving the income you require.
  • Drawing on your retirement funds.
  • Passing on your wealth to the next generation.

You’ll be working with an expert on your retirement planning. This means you’ll have access to new financial products as they appear, and information about upcoming tax legislation that could benefit your financial situation.

Bespoke retirement planning for Woburn clients

Our guidance and advice is tailored to the specific circumstances and retirement objectives of each client

Harpur Wealth advisors get to know their clients. Understanding you and your financial aims is key to our goal of planning for your long-term future.

 

We will develop a strategy to help you achieve your retirement goals. Harpur Wealth advisors will demonstrate clearly how the strategy is aligned to your requirements.

 

Your circumstances and financial goals may change with time. We offer clients ongoing review meetings so we can keep your wealth management strategy tailored 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 in and around Woburn, including: Bedford, Flitwick, Leighton Buzzard, Milton Keynes, Woburn Sands, Bletchley, Newport Pagnell, Dunstable, Houghton Regis and Luton

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