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
FCA verified
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
    • 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
Roland Jones CFP
Associate Director
adviser-person
Jeremy Arthur
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

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

Contact us
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

Advice methods
  • 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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