Harpsden Wealth Management Limited

Independent Financial Adviser Newton House, Newton Road, Henley-on-Thames, Oxfordshire, RG9 1HG

First meeting at adviser's own cost

Response rating

9.0/10

12th November 2018

Chartered Financial Planners helping private clients and trustees build, manage and protect their wealth throughout the generations

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Roland Jones CFP

Associate Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

K20 - Pensions Investment Options (CII)

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

Jeremy Arthur

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Accreditations

Where to find us

Newton House, Newton Road, Henley-on-Thames, Oxfordshire, RG9 1HG

About us

We are award winning Chartered Financial Planners committed to helping private clients and trustees build, manage and protect their wealth throughout the generations. We offer a fee based integrated wealth management proposition that combines: strategic financial planning, tax planning, risk mitigation and portfolio management.
Our proposition is particularly designed to meet the needs of Entrepreneurs, Company Directors, Lawyers, Accountants and Trustees.

Our services

We offer 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. We have won numerous awards including Gold Standard Award for Wealth Management in 2013 and Gold Standard Award for Discretionary Portfolio Management in 2012 and 2013

Compliance

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Minimum mortgage value

£0

Website

Compliance

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

Contact options

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