Key Man Insurance
Losing a key employee, temporarily or permanently can have a major impact on your business. We can help you protect against this risk. Key Man Insurance covers recruitment and stopgap cover. Learn More
Whatever you’re planning for your retirement, we’ll help you to achieve it. We work from where you are now, to create a financial plan that will ensure that the retirement you want is possible. Learn More
Our financial advisors assist clients in Woburn Sands to find the right pension for their personal goals. We may recommend maximising tax-free cash, or investing, to deliver their desired pension. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
Harpur Wealth Management in Woburn Sands provides a comprehensive service when it comes to financial planning. We offer detailed guidance for clients which includes investment management, estate and tax planning, retirement planning and accounting. Your finances are too important to leave to chance, we can ensure they’re well managed.
Our friendly team of financial advisors offers clients specialist advice on ways in which their finances can help them to meet individual goals. We study the financial markets on order to be able to help our clients access the products that best suit their needs. So, robust planning for retirement, may include a blend of insurance, investments, savings and tax strategies.
How Harpur Wealth Management in Woburn Sands Works With You
Our financial guidance is tailored to each individual client
Successful wealth management is based on knowing and understanding clients. We take the time to get to know the people we’re advising, so that we can offer the very best advice when helping to secure their future.
Harpur Wealth financial advisors have the experience to be able to develop tailored strategies to secure your financial future. We always provide a detailed commentary on how your strategy is tailored to your goals.
Life isn’t without its surprises, good and bad. We’re here to adapt your financial strategy to any changes in your circumstances. Regular review meetings allow us to make adjustments where they will best serve your financial goals.
Call us today, and see how we can help
We create bespoke financial strategies tailored for you
Harpur Wealth Management have worked with clients in Woburn Sands and surrounding areas, including: Milton Keynes, Bletchley, Leighton Buzzard, Cranfield, Flitwick, Newport Pagnell, Newton Longville, Toddington, Wolverton and Marston Moretaine