Harpur Wealth Management

Independent Financial Adviser 19 Goldington Road, Bedford, Bedfordshire, MK40 3JY

10th September 2018

Bedfordshire-based experts in investments, pensions, insurance, financial planning and advice.

We can advise you on

Business
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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
Long term care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

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.

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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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