Our Spring Statement 2019 briefing is here
The Chancellor found himself presenting his second Spring Statement sandwiched between a series of crucial Brexit votes. His speech was peppered with references to the need to achieve a smooth exit from the EU […]
Professional Advisor Awards 2019 Finalist: Adviser Firm of the Year – South East
Revealed: First adviser shortlists for the 2019 PA Awards. Over the coming days, Professional Adviser will be proudly revealing the shortlists for its 2019 adviser and provider awards, the winners of which will be announced at a black-tie ceremony next February […]
Autumn Budget 2018
The Office for Budget Responsibility (OBR) forecast that borrowing in 2018/19 will be £11.6 billion less than it forecast in March. But the Chancellor’s net tax giveaway for 2019/20 was only marginally higher at £15.1 billion, rising to over £30.5 billion by 2023/24 […]
Awards Hat-Trick for
Harpsden Wealth Management
Harpsden Wealth Management was named adviser firm of the year for the UK and for the South-East at the Professional Adviser Awards held earlier this month.
Professional Adviser Awards 2018 – Adviser Firm of the Year
Harpsden Wealth Management scooped the big win at the 2018 Professional Adviser Awards – Adviser Firm of the Year. Now, the firm’s director Jeremy Arthur tells PA what the win means to him and the team.
Harpsden Wealth Management shortlisted for STEP awards 2018/19
Harpsden Wealth Management has once again made the shortlist for the Financial Advisor Team of the Year category at the STEP Private Client Awards 2018/19.
CISI: what do planners think of the IFP merger one year on?
CISI: what do planners think of the IFP merger one year on? By Christine Dawson 04 Oct, 2016 One year ago the Institute of Financial Planning (IFP) merged with the Chartered Institute for Securities & Investment (CISI). In the run-up to the CISI’s 2016 financial planning annual conference, taking place at the same time and […]
Big bond funds face up to outflow woe
Anxiety over the inflated size of bond funds has until recently focused on how managers can wisely allocate such huge amounts of capital. But that discussion has now inverted: the new question is how bond funds will cope with massive outflows.
Adviser Profile: Jeremy Arthur of Harpsden WM
Henley-on-Thames-based Harpsden Wealth Management used the same brand consultancy as the star fund manager when it changed its name this year and has accumulated £230 million of assets under advice from the area’s wealthy residents.
Smith on Funds: Invesco’s fettered funds face a bright future
The recent shuffle at Invesco Perpetual, which saw head of US equities Ian Brady take over the management of the group’s fettered fund of funds from CIO Bob Yerbury, should ensure the continued success of the range.
“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.”
“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.”
“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.”
“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.”
“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.”
“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!”
Finalist: Adviser Firm of the Year – South East
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year – South East
Top 100 Financial Planning Firms 2018
awarded by The Chartered Insurance Institute (CII)