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Wealth Management Services Bedford

At Harpur Wealth we’re interested in the things that matter to you most, because that’s what we want to help you to plan for. Everyone has dreams about what they want their wealth to achieve; maybe it’s family-focused, business-oriented, or environmentally aligned. Whatever your passion, we offer a range of wealth management services to help you achieve the future you aspire to.

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Estate Planning

The aim of estate planning is to save your family the inconvenience and distress of delayed access to your estate in the event of your death. Harpur Wealth advisors work with you to ensure that your assets are protected for loved ones. Learn More

Personal Protection

In times of global financial uncertainty, it’s important to protect your business and your family’s income from the impact of financial shocks. Harpur Wealth advisors offer guidance on a range of protection insurance products. Learn More

Inheritance Tax

Harpur Wealth financial advisors work with clients to minimise Inheritance Tax liability. We help you to maximise the proportion of your estate you can pass on to loved ones, rather than paying excessive taxes to HMRC. Learn More

Pension Planning

We offer our clients in Bedford expert advice on the range of pensions currently available, and we help you make an assessment as to the one that’s right for you. We’ll provide guidance as to which pensions offer the best value. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

Wealth Management Services Bedford

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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Wealth management services focus on working with clients to manage and grow their wealth in order to achieve key outcomes. Our advisors take time to learn about each client, their business, their family, and the life goals they’ve set themselves. Together we plan how to best use your wealth to achieve those goals, and pass wealth onto subsequent generations.

 

In order to take a comprehensive approach to our clients’ financial management, we use a range of wealth management services, which may include:

 

  • Investment management and guidance.
  • Tax planning.
  • Financial planning.
  • Estate planning.
  • Retirement planning.
  • Protection insurance.
Personal Wealth Protection

Wealth Management Services in Bedfordshire

Harpur Wealth Management offers Bedford clients tailored guidance and advice

The financial services we offer to clients are founded on an holistic understanding of their family and business circumstances. We begin by listening, in order to be able to offer the appropriate wealth management planning strategies.

 

A Harpur Wealth advisor works with Bedford clients in order to achieve their financial goals. A clear explanation of how the financial planning is aligned to your long-term goals is provided.

 

Circumstances change over time and wealth planning is designed to adapt when they do. Harpur Wealth clients are invited to regular review meetings which allow for updates and adjustments to your plans.

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 Bedfordshire, including: Ampthill, Luton, Clapham, Bromham, Biggleswade, Kempston, Flitwick, Oakley, Renhold and Barton-le-Clay

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