Harpsden Wealth Management Limited

Independent Financial Adviser Harpsden Wealth Management Ltd, Newtown House, Newtown Road, Oxfordshire, Henley-On-Thames, RG9 1HG
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
Chartered Financial Planners helping private clients and trustees build, manage and protect their wealth throughout the generations
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Jeremy Arthur CFA
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Ian Brady
Chief Investment Officer
adviser-person
Roland Michael Jones CFP
Chartered Wealth Manager
adviser-person
Michael Heard
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Anthony Shah DipPFS
Associate Director
adviser-person
Stephen Johnston
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Harpsden Wealth Management Ltd, Newtown House, Newtown Road, Oxfordshire, Henley-On-Thames, RG9 1HG

Contact us
About us

We are award winning Chartered Financial Planners and Portfolio Managers committed to helping private clients and trustees build, manage and protect their wealth throughout the generations.

We offer three service propositions:

1. Financial Planning Service
2. Portfolio Management Service
3. Wealth Management Service

Our propositions are particularly designed to meet the needs of Entrepreneurs, Company Directors, Lawyers, Accountants and Trustees.

The Wealth Management Service is subject to a minimum £250k portfolio size with a range of account options i.e. Pensions, ISAs etc.

Our fees are competitive and transparent.

Society of Trust and Estate Practitioners (STEP) Financial Advisor Team of the Year 2017/18.

Winner of the 2018 'Professional Adviser of the Year Award' for both the South East Regional Award and overall UK Award.

Our services

Our Wealth Management Service delivers an ongoing and proactive service that encompasses financial planning, tax planning and portfolio management. We work with your accountant, tax advisers and lawyers to develop solutions to meet your long term objectives.

Please visit our website to view the results of our client satisfaction survey's (2014 and 2017) and details of the awards we have won.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Harpsden Wealth Management Limited are Authorised and regulated by the Financial Conduct Authority 488658

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