Harpur Wealth Management

Independent Financial Adviser 19 Goldington Road, Bedford, Bedfordshire, MK40 3JY
FCA verified
12th November 2018
Bedfordshire-based experts in investments, pensions, insurance, financial planning and advice.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Paul Simmonds Dip PFS
Senior Wealth Manager and Employee Benefits Specialist
Where to find us

19 Goldington Road, Bedford, Bedfordshire, MK40 3JY

About us

From our Bedford offices, we provide professional, personable and client-focused financial planning and investment services, as well as advice on insurance, protection, estate and tax planning, to individual investors, business owners and other legal and financial professionals mainly across Bedfordshire, Buckinghamshire, Cambridgeshire and Hertfordshire.

Our services

We help navigate the complex world of investments, pensions, savings and insurance. Providing professional expertise and a personable, tailored service we can help meet the long-term financial goals for you, your family or your business.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Disclaimer
Harpur Wealth Management is a trading style of Portland Wealth Limited, which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Conduct Authority register (www.fca.gov.uk/register) under reference 149826.

Portland Wealth Limited is registered in England and Wales. The registered company address is 19 Goldington Road, Bedford MK40 3JY and the registered Company Number is 07127303.

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