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  11. Harpur Wealth Management

Harpur Wealth Management

Independent Financial Adviser  19 Goldington Road, Bedford, MK40 3JY
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FCA authorised
Last authorised 24th January 2022
Bedfordshire-based experts in investments, pensions, insurance, financial planning and advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Paul Simmonds Dip PFS
Senior Wealth Manager and Employee Benefits Specialist
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

19 Goldington Road, Bedford, MK40 3JY

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