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Wealth Management Cardiff

Our friendly team will help you meet the financial goals you have for your business, your family and yourself. Harpur Wealth financial advisors guide Cardiff clients through the complex terrain of pensions, savings, insurance and investments, to create their desired future.

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Pension Planning

We assist in finding the right pension to suit your individual objectives and situation. You may wish to maximise tax-free cash, or invest in a particular asset class, to deliver the pension you require. Learn More

Retirement Planning
Harpur Wealth works with you to plan for your desired retirement. We’ll assess your current income, savings investments and expenditure in order to help plan for how to reach your goal. Learn More
Key Man Insurance
We can help you to protect your business from the impact of losing a key employee. This maintains your revenue flow, and also allows you to operate whilst searching for a suitable replacement. Learn More
Personal/Business Protection
Wealth management can help you to safeguard your family, your income, your property or your business. Your financial advisor will assist you in finding the appropriate protection for you. 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 is able to assist you with all of your financial planning requirements relating to both your business and your family. We provide clients with comprehensive guidance on their financial situation, including estate and tax planning, investment management, retirement planning and accounting.

 

Our financial advisors provide Cardiff clients with specialist advice on managing their finances to meet their individual goals. Our understanding of the financial markets means that we are able to help clients to find the products that are most appropriate to their needs. Retirement planning, for example, may include investments, insurance, budgeting, tax strategies, and savings.

Wealth Management Cardiff

How Harpur Wealth Management, Based in Cardiff, Works With You

We tailor our guidance and strategies to the specific objectives and circumstances of each client.

The wealth management process is about getting to know our clients. We take our time to find out about you, and understand your financial goals, so that we can help secure your long-term future.

 

Harpur Wealth financial advisors apply their expertise to develop the strategy that will secure your financial future. A full explanation of how your strategy is tailored to your goals, will be provided.

 

Lives don’t stand still, so your local wealth management company needs to adapt your strategy when change occurs. We will schedule review meetings periodically, and make adjustments where they will best serve 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 throughout Cardiff and elsewhere, including: Swansea, Penylan, Pontcanna, Canton, Cyncoed, Llandaff, Lisvane, Penarth, Newport and Caerphilly

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