Wealth Management Cardiff

Harpur Wealth offer an experienced and professional approach to business and are friendly and efficient in delivery of their service. I used to manage our investment portfolio myself but became increasingly concerned with the complexity and potential volatility of the market. Upon recommendation from my Accountant I contacted Harpur Wealth. At first, I was hesitant with the changes to our portfolio but these proved most beneficial. I have confidence in their future management of our affairs.

I had always intended to leave my Final Salary pension schemes alone for when I retired, until I met Ray. After I had shared with him who the Pensions were with, he recommended I review their current transfer value & benefits in order to understand what the benefits could be. He introduced me to a specialist who could undertake the process and make a recommendation. Ray did all the work for me, helping to guide me through the process. He has significantly improved my financial well-being, both in the short term and the future.  Using the online services provided, I also have clear visibility of all of the transactions and the regular reporting provides confidence even in volatile times. I am not one quick to recommend, but talk to Ray, you won’t regret it.