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Established in 2008, Harpsden Wealth Management is a privately-owned, 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.

***WINNER*** We are delighted to announce that Harpsden Wealth Management has been awarded both Adviser of the year (UK) and Adviser of the year (South East) at the Professional Adviser Awards 2018. See our news section for full detail.

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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

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

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

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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Ian Cooke
Investment Committee Consultant

Ian has over 30 years’ fund management experience at leading institutions. He was Head of North American Equities at Kames Capital and was previously at Allied Irish Bank, where he was Head of US Equities and managed c. €1.5 billion of clients’ assets. He was also Head of the High Yield Focus Fund (c. €600 […]

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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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Stephen Renton
Investment Committee Consultant

Stephen has had a City career of over 36 years, 24 of which were spent with Morgan Stanley, where he was responsible for advising clients on equity investments in the UK, Europe and the Middle East. He has also travelled extensively in the USA, visiting companies and meeting their senior management teams, resulting in significant […]

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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 Wealth Manager

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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Mike Heard
Chartered Financial Planner

Mike is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute and has over 45 years’ experience in the financial services industry. He brings to Harpsden extensive and invaluable experience, having managed organisations in the financial services industry from start up to plc. He now focuses on client relationships and strongly believes […]

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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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News & Commentary

Commentary, July 2019 Asset Allocation

UK Markit Manufacturing PMI below 50, a 14% drop in investment into the UK from foreign firms, the Japanese Tankan report, US Philadelphia Fed Index reading of 0.3 versus 10.4 expected, Chinese Manufacturing PMI below 50 and a 2.2% drop in German factory orders in June are all examples of industrial weakness.

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Commentary, Q2 2019 Asset Allocation

Although I was very optimistic on equities at the beginning of the year and still expect some markets to eke out gains I have to confess a lot of the progress I expected has already been achieved in European and US Indices. There is a little more to go for in Asia whilst Japan and the UK could play catch up if politics plays out in a benign fashion[…]

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Commentary, May 2019

I said in my January commentary that activity and sentiment seemed to be the diametric opposite of January 2018 and would likely evolve in the opposite way too (i.e. go from bad to better as opposed to good to worse like last year). We still seem to be just about on track for such an outcome […]

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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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