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Wealth Managers in Bedfordshire

Harpur Wealth managers offer expert financial advice and guidance for individuals and businesses. Our goal is to help our Bedfordshire clients to grow their wealth, protect their assets, and reduce their financial risks. Harpur Wealth Management’s services include guidance on financial services, pensions, investments, and retirement planning.

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Estate Planning

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

Inheritance Tax

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

Retirement Planning

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

Personalised
Financial Services

Everything we do is tailored to you

Personalised Financial Services

The Expert​ Wealth Management Company

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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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.

Bespoke Wealth Management in Bedfordshire

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

testimonials

Harpur Wealth Management have worked with clients throughout Bedfordshire, including: Bedford, Luton, Clapham, Bromham, Biggleswade, Kempston, Dunstable, Woburn, Sandy and Barton-le-Clay

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