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About Us

At Harpsden Wealth Management our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive independent financial planning.

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Introducing Harpsden Wealth Management

Established in 2008, Harpsden Wealth Management is a privately-owned, award-winning company dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations.
We believe that the disciplines of financial planning and portfolio management are both interlinked and equally important to helping our clients meet their long-term goals.  Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning.
We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.
Harpsden Wealth Management have been awarded the prestigious title Corporate Chartered Financial Planners by the Chartered Insurance Institute (CII) The Corporate Chartered title recognises our commitment to an overall standard of excellence and professionalism, evidenced by the commitment to clients, partners and employees. In addition to the corporate Chartered title, Harpsden Wealth Management have three individual Chartered Financial Planners and one Chartered Wealth Manager. The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial planners/financial advisers where in the UK only about 10% of Financial Advisers are Chartered Financial Planners.

Chartered Financial Planners

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 encompasses the disciplines of financial planning, investment management and operations, working together to provide the highest levels of personal service to our clients.
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 assets. Ian has overall responsibility for the creation and ongoing management of our clients’ portfolios.
Rigorous oversight over the investment decision making process is provided by our Investment Committee.
A number of key members of the team are introduced below.

Investment Committee


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 million) and a member of the Investment Policy Committee, managing €10 billion of assets.

Ian is a key member of the Investment Committee at Harpsden Wealth Management. The Committee meets bi-monthly and provides ongoing rigorous oversight into the investment process.

  • T: 01491 570820

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 stewardship, the Invesco Perpetual World Growth and World Income Funds were both “AA” rated by independent ratings agency Standard & Poor’s. During both 2006 and 2007, Ian was voted one of the most consistent fund managers in the Investment Week/Standard & Poor’s Fund of Funds sector.

Ian left Invesco Perpetual in January 2008 to co-found Harpsden Wealth Management with Jeremy Arthur. In 2012 and 2013 Ian won a prestigious Gold Standard Award for Discretionary Portfolio Management.

  • T: 01491 570822

Miles Ruffle

Miles Ruffell

Investment Committee Consultant

Miles has over 30 years experience in the investment business. After graduating from Oxford University in 1982 he started his City career on the US desk of stockbrokers Rowe and Pitman. In 1986 he left to join Donaldson, Lufkin and Jenrette, a US Investment bank. Miles left the City in 1999 and since then he has continued to invest personally both directly and through funds.

He has also been an active angel investor and chairs a family agricultural company.

He sits on the Rugby School Investment Committee and is also involved in several philanthropic activities.

  • T: 01491 570820

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 portfolio.

Jack attends all asset allocation committee meetings and within the business he has taken responsibility for roles within Compliance and Investment Administration.

Jack has successfully passed CFA Level 1 and CFA Level 2 and is currently working towards Level 3.

  • T: 01491 570820


Advisory & Operations


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 and estate planning. Jeremy co-founded Harpsden Wealth Management with Ian Brady in 2008.

  • T: 01491 570 821

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, until 1996 when she relocated to Scotland.

Erica took a career break until 2008 to bring up her family, while continuing to hold a number of self-employed, part-time and voluntary posts. She has been involved with Harpsden Wealth Management since inception in 2008 – initially as the Company Secretary and Accountant. Erica was appointed Finance Director of Harpsden Wealth Management in 2013.

  • T: 01491 570825

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 a Fellow of The Personal Finance Society. Julian is a firm believer in helping clients manage their wealth by providing a quality and proactive service.

  • T: 01491 570 820

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 advised many leading professionals, business owners and individual investors on pensions and retirement planning and is widely quoted in the national press on pensions issues.

  • T: 01202 487381

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 extremely successful practice with a first-class reputation.

In 2005, Steve gained Chartered Financial Planner status and he is a longstanding and committed advocate of raising professional standards throughout the industry. This was further evidenced when Keith Johnston & Partners Ltd was awarded Corporate Chartered Financial Planner status in 2012.

Steve joined Harpsden Wealth Management in 2015 to allow him to focus his attention on adding value and delivering the best outcomes for each one of his clients.

  • T: 01491 570824

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 in the importance of long-term relationships to ensure that clients meet their short, medium and long-term financial objectives.

  • T: 01491 570827

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 from working with successful start-ups and SMEs.

With an Honours Business Degree from John Moores University and broad international experience, Orlaith’s goal is to ensure her clients enjoy an engaging, informative and insightful experience on their financial journey with Harpsden.

  • T: 01491 570820

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

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

Money Marketing Financial Services awards 2017

Highly commended: Best Investment Adviser

Society of Trust and Estate Practitioners (STEP) 2017/18

Winner: Financial Advisor Team of the Year 2017/18

Professional Adviser Awards 2017

Finalist: Best Discretionary Fund Manager

Professional Adviser Awards 2017

Finalist: Adviser Firm of the Year – South East

New Model Adviser

Top 100 Financial Planning Firms 2016

Money Marketing Financial Services awards 2016

Finalist Best Wealth Management Firm

New Model Adviser

Top 100 Financial Planning Firms 2015

Money Marketing Financial Services awards 2015

Finalist: Best Wealth Management Firm

Money Marketing Financial Services awards 2015

Finalist: Small Adviser Firm of the Year

Money Marketing Financial Services awards 2015

Finalist: Best Investment Adviser

Money Marketing Financial Services awards 2014

Finalist: Best Wealth Management Firm
Finalist: Best Investment Adviser

Gold Standard Award Winner 2013

for Wealth Management

Gold Standard Award Winner 2013

for Discretionary Portfolio Management

Money Marketing Financial Services awards 2013

Finalist: Best Wealth Manager

City of London Wealth Management Awards 2013

Best Wealth Manager – Shortlisted

City of London Wealth Management Awards 2013

Best Discretionary Manager – Shortlisted

Vouched for IFA

Transparent Charges Award 2013

Gold Standard Award Winner 2012

for Discretionary Portfolio Management

Money Marketing Financial Services awards 2012

3rd Place:  Best Discretionary Adviser

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