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
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Everything we do is tailored to you
The Expert Wealth Management Company
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.
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
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