Wealth Management Kimbolton

At Harpur Wealth Management our aim is to help you achieve your financial goals, and we have a skilled team ready to work with you. Whatever the focus – family, business, or both – we can provide the knowledge and experience you require. Our financial advisors will be your guides through the complex world of savings, investments and insurance.

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Retirement Planning

Our wealth management advisors will help you to turn your retirement dreams into a reality. We’ll start with your current situation, and create a plan to take you to your desired financial outcome. Learn More

Key Man Insurance

The impact caused by losing a key employee shouldn’t be underestimated. Harpur Wealth Key Man insurance strategies ensure you can take time to recruit and put stopgap cover in place. Learn More

Pension Planning

The sheer volume of choice can make pension planning a headache. Our financial advisors in Kimbolton will make recommendations appropriate to your current situation and your goals. Learn More

Personal/Business Protection

Harpur Wealth Management in Kimbolton safeguards clients’ property, business, family and income. We find the very 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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When it comes to financial planning, you won’t find a better service than the one on offer at Harpur Wealth Management in Kimbolton. Our advisors provide detailed advice, tailored to each individual client, including: estate planning, investment management, tax planning and strategies to achieve the retirement you want.

 

Whatever your individual financial goals, a personal wealth management advisor will make it their priority to ensure you’re able to achieve them. Thanks to our detailed daily analysis of the financial markets, you will have access to the most up-to-date financial products. With Harpur Wealth Management working for you, you’ll have no doubt that your finances are in good hands.

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

Bespoke financial guidance tailored to individual goals

Wealth management is most successful where time is taken to get to know clients. We always listen to what you have to say, and learn about your business or family circumstances, before offering any recommendations.

 

A Harpur Wealth financial advisor is trained to create tailored strategies for individual clients in order to secure the financial future they require. We provide detailed commentary on the ways in which your strategy is tailored to your goals.

 

It’s impossible to eradicate risk, which is why we create strategies that can adapt to circumstances when they change. Your wealth management advisor will schedule regular review meetings to ensure that your circumstances and your strategy remain aligned.

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 Kimbolton and elsewhere, including: St Neots, Rushden, Huntingdon, Northampton, Wellingborough, Bedford, Kettering, St Ives, Sandy and Raunds

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