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Wealth Management Partners

We have built up a network of legal firms and accountancy practices with whom we have developed professional partnerships in order to deliver a seamless and enhanced client experience.

A network of dynamic professional wealth management partnerships

Services such as tax planning, probate advice and trust and charity investments used to be offered by solicitors and accountants until The Financial Services and Markets Act of 2000 came into force. As a result we have developed a network of professional partners with whom we work to combine our complementary skills.

We are keen to develop this partnership approach further and welcome enquiries from new practices seeking reliable, professional and expert partners who can provide advice and practical support with individual, business or charity investments, or fully comprehensive trust and probate services.

Wealth Management Partner Services include:

Trust and charity services

As part of the Trustees Act 2000, trustees are required to seek professional advice on any investments made with money held by charities or trusts. With our advice and support, we can help to maximise the returns on such investments.

We can assist in the valuation of portfolios for the purposes of probate.

Working in partnership with accountants and solicitors, we can help to mitigate tax liabilities for their clients.

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Harpur Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the UK. Harpur Wealth Management Limited is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 738074. Harpur Wealth Management Limited registered company address is 19 Goldington Road, Bedford MK40 3JY and the registered company number is 09426887. This website is aimed at UK Residents only. The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: