Month: February 2018

Ethical Investing Presentation

Harpsden Wealth Management currently have £265m AUM and run six model portfolios including an Ethical model. Harpsden Wealth Management also make an active effort to contribute to society with our charitable contributions. In Africa Harpsden Wealth Management have donated to Ashanti Development in Ghana and the charity School Aid.

Commentary, January 2018 UPDATE

Update Since I wrote these notes a mere two weeks ago the period of low volatility has come to an abrupt end. Equity markets are down high single to low double digits from January highs as of 9th of February. Whilst timing such moves is nigh impossible our view is that the correction is long overdue. […]

Commentary, January 2018

As discussed above current economic momentum is strong but investor enthusiasm whether measured by sentiment polls or (low) cash levels have increased accordingly.  It is unlikely that investors and economists will be as enthusiastic in twelve months time as they are now.

Professional Adviser Awards 2018

Harpsden Wealth Management is delighted to have been awarded both Adviser of the year (UK) and Adviser of the year (South East) at the Professional Adviser Awards 2018.


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

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