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Wealth Management Kempston

Our objective at Harpur Wealth Management is to help you use your existing assets in order to achieve your short and long-term financial goals. Whether you’re an entrepreneur, you own your own business or you’re retired, our skilled team of financial advisors can guide you through the complex world of investments, savings and insurance.

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Retirement Planning

Whatever your plans for your retirement, our advisors help you ensure they become a reality. Working from your current situation, we’ll create a plan to get you the financial outcome you desire. Learn More

Key Man Insurance
Losing a key employee can knock your business off course. Our Key Man insurance strategies ensure that you have the time you need to recruit a suitable replacement, and cover whilst you do. Learn More
Pension Planning
Pension planning can be time-consuming because of the choice available. Our Kempston advisors are aware of the latest financial products and will make a recommendation appropriate to your needs. Learn More
Personal/Business Protection
Harpur Wealth Management in Kempston safeguards clients’ business, property, family and income. We put in place the protection you need, 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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Our goal at Harpur Wealth Management in Kempston is to offer a comprehensive range of financial services to our clients. Our team of advisors provide tailored advice on tax planning, investment management, and insurance protection. The strategies we create for our clients are unique, in response to each individual’s circumstances, goals and assets.

 

Whatever the goals you have set for yourself, or your business, your personal wealth management advisor will work to help you achieve them. You will have immediate access to current financial products and legislation, ensuring that you are able to take advantage of tax breaks, or investment opportunities as and when they occur.

Financial Advisor in Kempston

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

Bespoke financial guidance tailored to individual goals

Wealth management works best when advisors take the time to get to know their clients. We start out by listening and learning about your business and family circumstances, before making any recommendations or advice.

 

Our financial advisors create bespoke financial strategies for clients, based on their current situation and the financial future they wish to secure. A detailed commentary is provided to demonstrate how your strategy is tailored to the achievement of your goals.

 

Risk is an integral part of our lives, which is why Harper Wealth strategies are designed to adapt when the unexpected occurs. You’ll be invited to regular review meetings which provide the opportunity to discuss any changes that may require an adaptation of your strategy.

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 Kempston and elsewhere, including: Bedford, Biddenham, Bromham, Clapham, Oakley, Wooton, Shortstown, Marston Moretaine, Houghton Conquest and Wilstead

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