Harpur Wealth Management

Harpur Wealth Management is a financial services company based in Bedford that offers investment planning and wealth management solutions. The firm focuses on building relationships with clients to ensure that their financial strategies align with individual goals and circumstances.
  • Estate and Tax Planning
  • Wealth Management Services
  • Personal Investment Planning
  • Business Investment Solutions
  • Insurance and Protection Advice

Size
Small
Phone
N/A
Email
N/A
Locations
Mazars Llp, 19 Goldington Rd, MK40 3JY
01234924620
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Cambria Wealth Management Ltd
Cambria Wealth Management Ltd is dedicated to helping clients preserve, enhance, and utilise their wealth to improve their lives and those of their loved ones.
David Hill Wealth Management Limited
David Hill Wealth Management Limited provides bespoke wealth management advice to private individuals, trustees, and corporate clients in and around Bedfordshire.
365ifa
365ifa provides independent financial advice to help individuals navigate their financial journeys with honesty and transparency.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Harpur Wealth Management is operated by Harpur Wealth Management Limited and is a Active company incorporated on 6 February 2015 with the registered office located in Bedford, Bedfordshire. Harpur Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
2
Turnover
Unreported
Total Assets
£187.26K
Cash in Bank
Unreported
Total Liabilities
-£83.33K

Director • PSC • Ifa • British • Lives in England • Born in Jun 1971
Teams
All
7
Consulting
2
Sales
2
Finance
2
Other
2
Partner • Joined Jan 2010
Wealth Manager • Joined Mar 2010
Client Service Executive • Joined Oct 2019
Client Service Executive
Assistant To Client Service Executive • Joined Mar 2025
Financial Planner & Wealth Manager • Joined Nov 2016
Client-facing Paraplanner • Joined Sep 2024
Partner • Joined Jan 2010
Financial Planner & Wealth Manager • Joined Nov 2016
Client Service Executive • Joined Oct 2019
Client Service Executive
Wealth Manager • Joined Mar 2010
Financial Planner & Wealth Manager • Joined Nov 2016
Assistant To Client Service Executive • Joined Mar 2025
Client-facing Paraplanner • Joined Sep 2024