Harpur Wealth Management
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. We help navigate the complex world of investments, pensions, savings and insurance by providing professional expertise and a personable, tailored service to help deliver the long-term financial goals for you, your family or your business. You will find everyone at Harpur Wealth Management professional and personable. We take a long-term approach to investments and financial planning, 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. We firmly believe that by making sure every decision we take is in the best interests of our clients, then not only will we be looking after our client’s long-term future but that we are also looking after our own as a business.
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Verified contacts
8
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DS
Darrell Storr
Partner · General Business & Management
EmailPhone - AN
Adam Newland
Financial Planner & Wealth Manager · Finance & Accounting
EmailPhone - PS
Paul Simmonds
Wealth Manager · Finance & Accounting
EmailPhone - RW
Rachel Wilson
Client Service Executive · Customer/Client Service
EmailPhone - SG
Sue Giles
Client Service Executive · Customer/Client Service
EmailPhone - KH
Keeley Horwood
Assistant to Client Service Executive · Customer/Client Service
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Harpur Wealth Management
6 distinct titles indexed · top 6 shown.
- 2client service executive
- 1assistant to client service executive
- 1finance administrator
- 1financial planner & wealth manager
- 1partner
- 1wealth manager
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