Author: Jeremy Arthur

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.

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.

Money Marketing Financial Services Awards 2015 – ADVISER SHORTLIST 2015

Money Marketing Financial Services Awards 2015 – ADVISER SHORTLIST 2015

Six top fund picks from OakTree Wealth Management

In this month’s International Adviser, OakTree Wealth Management’s Ian Brady discusses how careful backtesting and research have enabled his company to hit above its weight.

Little acorn to mighty oak

Henley-on-Thames-based Ian Brady didn’t have to move far from his previous job to join OakTree Wealth Management, as the boutique business he co-founded with Jeremy Arthur is a short distance along the river from the UK headquarters of Invesco Perpetual where he was head of fund of funds until 2008.


Testimonials

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

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