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Established in 2008, Harpsden Wealth Management is a multi award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations.

We combine the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive independent financial planning.

Head over to our commentary section to see our latest news, briefings and commentaries.

***ANNOUNCEMENT*** We are pleased to announce that the takeover of Harpsden Wealth Management by WH Ireland completed on Tuesday 22nd December and we are delighted to have become an integral part of WH Ireland. Together, we look to the future with confidence, while remaining focused on exceeding our clients’ expectations and delivering an exceptional service to them. WH Ireland’s website is available at www.whirelandplc.com

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Our Clients

Our clients are typically successful individuals, with exacting standards, who rightly expect a high-quality, discreet and proactive service. We are proud to count among our clients entrepreneurs, company directors, lawyers, accountants, trustees (of family trusts and charities) and wealthy families through a private office structure.

The service we deliver is designed to manage your wealth effectively and also to save you time and give you the confidence that your financial matters are in very safe hands. We appreciate the many demands on your time and are happy for you to specify your preferred level of involvement in the decision making process.


Our Services

There are three key elements to our innovative and integrated proposition: a strategic and tactical financial planning service; a portfolio management service; and a wealth management service.

Chartered Financial Planners


Wealth Management

Our wealth management service combines all elements of our portfolio management and financial planning services. Clients of this service typically have complex financial affairs and we are pleased to work together with their other professional advisers to offer a multi-disciplinary and holistic approach to achieving their goals.

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Financial Planning

Our financial planning service is a cornerstone of the Harpsden proposition and encompasses both strategic and tactical financial planning. We provide independent financial advice.

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Portfolio Management

The range and depth of our team’s investment experience enables us to offer our clients a comprehensive portfolio management service. We build and manage portfolios on a discretionary or an advisory basis, aiming to both protect and grow our clients’ capital.

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Our Awards

New Model Adviser

Top 100 Financial Planning Firms 2019

Professional Advisor Awards 2019

Finalist: Adviser Firm of the Year – South East

Society of Trust and Estate Practitioners (STEP) 2018/19

Finalist: Financial Advisor Team of the Year 2018/19

Professional Adviser Awards 2018

Winner: Adviser firm of the year (UK)

Professional Adviser Awards 2018

Winner: Adviser firm of the year – South East

New Model Adviser

Top 100 Financial Planning Firms 2018


Our Team

We believe our clients draw confidence from the quality of the Harpsden team. We have hand-selected a team of industry professionals, specialists in their individual fields, who are united in their commitment to delivering outstanding outcomes for our clients. Our team includes highly experienced independent financial advisers who deliver financial planning advice and a proactive, personal service to our clients, while our investment team is led by Chief Investment Officer and co-founding director Ian Brady, a former S&P 'AA' rated fund manager at Invesco Perpetual who is exceptionally well qualified to manage client portfolios.

Jeremy Arthur FPFS
Chartered Financial Planner and Director

Jeremy’s varied career has spanned agriculture, commodity trading and wealth management. He has over 22 years’ experience as an independent financial adviser and is passionate about building client relationships and providing a proactive, ongoing service. Jeremy has extensive experience of advising high net worth clients and trustees, encompassing financial planning, tax planning, investments, financial protection […]

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Stephen Ford
Executive Director, Head of Wealth Management

Stephen is an experienced executive director and leader in the wealth and investment management sector with a proven track record of implementing strategic change and generating shareholder value. Between 2000 and 2016 he worked at Brewin Dolphin, becoming Head of Wealth & Investment Management in 2013. In 2016, Stephen joined City Asset Management as Head […]

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Robert Merrifield
Head of Research

Robert joined WHIreland in 2019 as Head of Research for the Wealth Management division. During his career as an investment manager Robert managed the Majedie investment trust and Hansard Global’s UK and global equity funds, later moving into wealth management as Head of Research and deputy Chief Investment Officer of Quilters. He subsequently led Legal […]

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Richard Croydon
Investment Manager

Richard has worked in the Investment Management Industry since 1980. In the past 10 years, he has been in a managerial position at Brewin Dolphin, based in London. Richard joined WHIreland in April 2019 in order to pursue the rest of his career closer to home. He has wide experience in managing portfolios on behalf […]

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Ian Brady
Chief Investment Officer and Director

Ian has over 25 years’ fund management experience with globally renowned institutions. He has been involved in global asset allocation since 1994 and in the four years to January 2008 was Head of Fund of Funds at Invesco Perpetual, where he was responsible for global asset allocation on over £1.8 billion of assets. Under his […]

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Jack Byerley

Jack Byerley
Trainee Investment Manager

Jack joined Harpsden in September 2017 after graduating from Durham University with a Bachelor of Arts Honours degree in Economics. Jack’s work has combined broad macroeconomic and multi-asset research and analysis with specialisation in several regions and sectors. One such area is sustainable investment, where he has contributed to the progression of the Ethical model […]

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Erica Brady FCA
Finance Director

Erica qualified as a Chartered Accountant in 1991 with KPMG in Dublin. She was recruited by Commercial Union (now Aviva) and moved to London, working initially on projects, then as Financial Controller of Commercial Union Financial Services. In 1994 she moved to the head office as a Research and Planning Executive in UK Business Planning, […]

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Julian Valentine FPFS
Chartered Financial Planner

Julian has worked in the financial services industry for over 29 years. Prior to joining Harpsden he worked at Standard Life where he gained considerable experience in financial planning. Throughout his career Julian has helped financial services firms develop their client service propositions. In 2007 Julian became a Chartered Financial Planner and shortly afterwards became […]

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Roland Jones
Chartered MSCI

Roland has more than 30 years’ experience in the financial services industry, which he entered immediately after graduating from university. Roland has been an independent financial adviser for 25 years, with a specialism in pensions, and strongly believes that pensions should be seen as part of holistic financial planning and not in isolation. He has […]

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Stephen Johnston
Chartered Financial Planner

Steve has over 30 years’ experience in the financial services industry with more than 20 years working as an Independent Financial Adviser (IFA). He initially worked with Lloyds Bank and Standard Life. In 1996 he joined his father’s IFA business, Keith Johnston & Partners Ltd, and over the years he helped build this into an […]

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Orlaith Acton
Financial Planner

Orlaith embarked on a career change when she joined Harpsden in 2015. Since joining the team she has held a number of roles including Administration, Paraplanning and currently Financial Planning. Orlaith’s career encompasses extensive experience within Financial Services, IT and Property where she has worked at managerial level whilst gaining a wide set of skills […]

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Gerald Key
Financial Planner

Gerald has over 30 years’ experience of working in the personal financial planning sector. He brings a wealth of knowledge and experience to Harpsden, having held various roles including management, advisory and compliance functions within both small and large businesses. Gerald has a firm belief that financial planning should be delivered with honesty and integrity […]

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News & Commentary

Harpsden Wealth Management announcement 30.11.20

We are delighted to announce that Harpsden Wealth Management will be joining forces with WH Ireland Group plc – a publicly listed wealth management company with a presence regionally across the UK.

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Q2 Commentary, July 2021

Having said that a lot of froth did appear in certain parts of financial markets and valuations are far from compelling on an absolute basis. We are therefore concentrating our efforts in geographies and market areas where we are confident earnings will grow and expectations will be at least be met but which also have relatively attractive valuations. By doing so we hope to continue to participate in the upside whilst returning to our pre-Covid habit of not being overly exposed to any downside volatility.

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Q1 Commentary, April 2021

Equities remain our preferred asset class although the dramatic rise in prices over the last twelve months means opportunities are not as compelling as they were last year. However, not all equities are created equal and we must remember that authorities have taken unprecedented action to help the real economy recover from the pandemic induced meltdown. We should also note that the economic calamity that many had been predicting since about 2015 has finally came to pass and it is likely we are close to emerging out the other side.

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What our clients have to say

Jeremy is always easy to contact and is happy to meet as frequently as I feel is necessary. He is measured and empathetic to my situation. He always deals with ad hoc requests swiftly and he has provided advice over and above that which I am paying for.”

Stacey, London

“Roland prepares well for our review meetings and always allows plenty of time for a full discussion of our affairs and explanations of relevant new developments/legislation. He always deals with our affairs and any queries that may arise during the year promptly and efficiently. We are very pleased with all aspects of the service we receive.”

Andrew, Suffolk

“Harpsden provided us with excellent, complete and impartial advice. Jeremy Arthur’s understanding of matters peripheral to investments was very good and his knowledge enabled us to question and clarify other advice being provided by other advisers. We have complete trust in them which we have not always felt with other financial advisers.”

Amanda, Oxfordshire

“Jeremy has been an exemplary advisor, offering me excellent professional advice, showing absolute professional discretion and where appropriate connected me to useful contacts. It has to date been a pleasure working with Jeremy.”

Stephen, Oxfordshire

“Jeremy has been very professional from day one and has always taken the utmost care in finding out what I needed and how to best provide that for me. It does not end there, we meet on a regular basis to discuss where I am and any changes in my short or long term plans. I would wholeheartedly recommend Jeremy without any hesitation what so ever.”

Lis, Oxfordshire

“I completely trust Roland. He’s clear in assessing the level of risk I want to adopt, in advising on my current position and the options available, and in explaining his reasons for his advice on the best way forward. I have been using him for many years, and trust him so much that he is now also advising my wife, my 2 children, my mother and also acted (until her death) for my aunt!”

Robert, Surrey

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