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Wealth Management Services in Bedfordshire

We start by finding out what matters most to our clients, at Harpur Wealth Management, because that’s what we’re in the business of making happen. Whatever you want your wealth to achieve for the family, business or world you live in, we have a range of wealth management services to help you succeed.

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Pension Planning

We offer our Bedfordshire clients specialist advice on the range of pensions available, and we help to make an assessment as to the ones that offer the best value. We’ll work with you to find a pension that will work for your goals. Learn More

Inheritance Tax

We regularly consult with clients on ways to minimise Inheritance Tax liability. We do this by maximising the proportion of an estate that can be passed on to a family member, rather than paying excessively high taxes to HMRC. Learn More

Estate Planning

No-one wants their family to suffer the inconvenience and distress of delayed access to your estate in the event of your death. Harpur Wealth Management advisors plan carefully to ensure that your assets are protected for loved ones. Learn More

Personal Protection

We all need ways to soften the impact of unexpected financial shocks; which is why Harpur Wealth Management advisors offer clients guidance on a range of insurance products that protect against the loss of income, or key workers. Learn More

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

Wealth Management Services in Bedfordshire

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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Harpur Wealth management services in Bedfordshire help clients to manage and grow their wealth in order to achieve their life goals. We take time to learn about our clients; their business, their family, and the living legacy they may wish to create. Together we plan how to best invest wealth to achieve those goals.

 

Our holistic approach to clients’ financial management implements a range of wealth management services, including:

 

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

Wealth Management Services in Bedfordshire

Harpur Wealth Management offers Bedfordshire clients bespoke guidance and advice.

The services we offer to clients are founded on a detailed understanding of their family and business. By listening and getting a picture of each client’s life, in the round, we’re able to offer the wealth management services that are appropriate to them.

 

Harpur Wealth financial advisors work with Bedfordshire clients to support them in the achievement of their aspirations. A clear explanation of how the financial planning is aligned to long-term goals is provided.

 

Circumstances inevitably change over time and wealth planning adapts when they do. Harpur Wealth clients are invited to regular review meetings; these 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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