Harpur Wealth Management Limited

Reviews, get directions and contact details for Harpur Wealth Management Limited

"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.We make no apologies for wanting to be considered the very best financial services company in Bedfordshire.You will find everyone at Harpur Wealth Management is both friendly and professional. We take a long-term approach to investments and financial planning. This means ensuring that we take the time to get to know people so that we can tailor our strategies and advice to the unique circumstances and objectives of every client."

Address: 19 Goldington Rd, Bedford MK40 3JY, UK

Phone: 01234 924620

Website

State: Bedford

City: Bedford

Zip Code: MK40 3JY

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So far so good, is the best way I can describe Harpur Wealth so far.  Adam is very helpful, seems to know what he is talking about, and is always willing to spend time discussing any questions I may have.  I’ve marked them 4 stars, so far, as I am relatively new customer.  Time, and how well my investment does, will tell whether that will go up to 5 stars.  I’m sure we both hope so.

I have found Adam to be most helpful over the past few years with clear information, regular reviews and sound balanced advice. I have no hesitation in recommending him and HWM ltd

Adam is a very helpful and astute adviser ably supported by capable support team. Very happy with the advice I have received over the last few years with him.

Was with Harpur Wealth for 7 years. Only when I moved away and sought advice elsewhere, did I find out that my pension pot was missing £720 tax relief every year because it was never suggested that I move money yearly from the ISA into the pension. Also, for my modest pension pot, I was being charged more fee percentage than necessary. Now rectified.

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Bedfordshire finance

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Harpur Wealth Management Limited

Reviews, get directions and contact details for Harpur Wealth Management Limited

Bedfordshire finance

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