Local Wealth Management Company, Bedford

Based in Bedford, Harpur Wealth Management advisors help clients to navigate the world of pensions, investments, insurance and savings. We put our professional expertise at your service in order to meet the financial goals you desire for your business and family.

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Pension Planning

There’s plenty of choice when it comes to pensions, but which one is right for you? Harpur financial advisors offer recommendations based on your current situation and your goals. Learn More

Key Man Insurance

Losing a key employee can have a negative impact on your business. Our Key Man insurance strategies ensure you can put stopgap cover in place and have time to recruit a replacement. Learn More

Retirement Planning
It’s never too early to start planning for your retirement. Whatever your plans, we’ll consider the assets you’ll need, and create a plan to ensure that your retirement dreams become a reality. Learn More
Personal/Business Protection

As a wealth management company in Bedford, we safeguard clients’ business, property, income and family. We advise on the best protection, so you have peace of mind that you’re covered. 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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If you are looking for a local wealth management company in Bedford, do take time to book a free consultation with one of our advisors. We’re an established company in the area offering detailed financial advice, personalised to each individual client. The services we offer include retirement planning, investment management, estate planning, and tax planning.

 

Whatever your short-, mid- and long-term financial aspirations, a personal wealth management advisor will work with you to achieve them. Our clients fit no particular profile, nor do they come to us at any particular point in their lives. What’s true of all of them though, is that they want to develop a plan to fulfil their financial goals.

Working With a Local Wealth Management Company

We tailor our financial guidance to the specific goals, and circumstances of each client.

We take time to get to know our clients. Finding out about people and their financial aspirations is central to our goal of guiding your long-term planning strategy.

 

Harpur Wealth Management advisors develop a strategy designed to realise your stated goals. They’ll go through the strategy with you, and explain how it is tailored to your requirements.

 

As time passes both your financial goals and your circumstances may change. Clients are invited to ongoing review meetings in order that their wealth management strategy remains on track.

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 around Bedford, including: Ampthill, Luton, Clapham, Bromham, Biggleswade, Kempston, Flitwick, Oakley, Salph End and Barton-le-Clay

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