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Wealth Management Advisors, Bedford

Harpur Wealth Management advisors provide specialist financial advice for businesses and individuals. We help our clients to grow their wealth, reduce their financial risks, and protect their assets. In order to do this, we offer guidance on investments, pensions, financial services, insurance, and retirement planning.

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Inheritance Tax

Worried that your family may face a huge tax bill after your death? Our wealth manager advisors in Bedford work with clients to avoid this eventuality. We can help you to structure your estate and use gifting funds. Learn More

Intergenerational Wealth Planning

As the wealth gap between the younger and older generations gets bigger, it makes sense to pass on your wealth to children when they need it, to buy a house for example. We help with the ongoing management of family finances. Learn More

Estate Planning

Estate planning offers you the opportunity to document how you want your estate managed after your death, and the way in which your assets should be distributed. It is an excellent way to ensure your family are provided for. Learn More

Retirement Planning

No matter what your plans for retirement, Harpur Wealth Management advisors help you to achieve your goals. Starting with your current assets, we’ll create a financial plan which delivers the income you  need to enjoy the retirement you desire. 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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Harpur Wealth Management serves the individual financial and life-planning needs of Bedford clients. Bearing this goal in mind, we will typically begin by getting to know a client’s current financial situation, goals, and readiness to embrace risk.

 

Based on what we learn from you, your personal wealth management advisor will design a bespoke plan. This will provide ways to deliver on your goals and manage any financial concerns you may have.

financial advice planning in bedford

Working With Harpur Wealth Management Advisors in Bedford

Our strategies and guidance are personalised to the unique goals and circumstances of our individual clients.

Harpur Wealth Management advisors take time to get to know their clients. The work of securing your long-term future starts by finding out about you, and your financial goals.

 

The team at Harpur Wealth Management in Bedford specialises in the development of strategies that will secure the financial future of clients. A comprehensive explanation of how strategy is tailored to your goals will be provided.

 

Should you circumstances change, your wealth management advisor will be able to adapt the strategy to reflect this. Periodical review meetings will be scheduled to allow clients to keep us up to date.

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 throughout Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay

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