Estate planning provides you with the opportunity to document how you want your estate to be managed when you die. Harpur Wealth Management advisors help to ensure the protection of your assets for your loved ones. Learn More
Are you concerned about the amount of Inheritance Tax you family may have to pay? Harpur Wealth managers can help you to minimise your liability, allowing you to pass more onto your loved ones, rather than HMRC. Learn More
Intergenerational Wealth Planning
As the wealth gap increases between older and younger generations, it makes sense to pass your wealth onto your children as and when they need it, to buy property, for example. We help you to plan for the future of your finances. Learn More
Do you have plans for your retirement? Perhaps you want to travel, start a new career, or take the time to be with your family. Harpur Wealth retirement planning helps you to achieve your goals, whatever they are. Learn More
Everything we do is tailored to you
The Expert Wealth Management Company
Our wealth managers work with clients who have sizeable assets and want advice on investments in order to make their money work harder on their behalf. At Harpur Wealth we work with you to first define your financial goals, and then select the products that will set you on course to achieve them.
The advice and strategies provided by Wealth Managers are tailored to the unique goals and objectives of each client. We may focus on pension provision, the balance of your savings and investments, estate planning or your business finances, dependent upon your specific circumstances.
Working With Harpur Wealth Managers in Bedfordshire
The guidance and strategies offered by Harpur Wealth managers are bespoke to the unique circumstances and objectives of each client.
Our service to you is built on our capacity to listen. Securing your long-term future begins by getting to know you.
We develop strategies that work to secure the financial goals of our clients. Our wealth managers will explain how your strategy is aligned to them.
Should your circumstances change, we’ll adapt your strategy to reflect this. Periodical review meetings are be scheduled to allow clients to keep us up to date.
Call us today, and see how we can help
We create bespoke financial strategies tailored for you
Harpur Wealth Management have worked with clients throughout Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay