Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.

Q4 2018 Commentary

As the quarter progressed there have been increasing signs trade frictions are affecting global trade as well as business, investor and consumer confidence. From UK airlines and holiday companies to European car makers to US semiconductor […]

Market Commentary, December 2018

Although you will have recently received my November Commentary and I have nearly finished my Quarterly Commentary for the period ended December, I am writing to you now in light of the dramatic fall in equity markets, led by the US, in the last[…]

Commentary, November 2018

The British Chamber of Commerce reported that hiring intentions are at a twenty five year low due to Brexit and labour shortages. This is coincident with the number of EU residents working in the U.K. falling 132,000 year on year, the fastest drop on record[…]

Q3 2018 Commentary

The US administration is taking an unusual strategy of fighting (economically) on as many fronts as it possibly can. Such a strategy inevitably fails in war and its results in economics are likely to be sub optimal over time as well. Contemporaneously, China is trying to deleverage without slowing economic growth by too much – following a period during which they have taken on debt at a rate which caused all emerging markets before them to incur serious economic problems.[…]

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.

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.

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.

Harpsden make list of ‘Finalists’ at the Professional Adviser Awards 2018

We’re delighted to announce that Harpsden Wealth Management is a finalist at the Professional Adviser Awards 2018. In total, more than 200 advisers, firms and providers were under consideration for the 2017 Professional Adviser Awards, which seek to reward excellence within both the financial advice community and among the broader financial services sector. So this […]

City Wire – Wealth manager – Interview with Harpsden’s Ian Brady

Pub Club: At The Malsters Arms with Harpsden’s Ian Brady Nestled in the serene village of Rotherfield Greys, a couple of miles outside Henley-on Thames, sits The Malsters Arms, writes Eleanor Mahmoud. It has all the makings of a good quality pub. In fact, it seems to pride itself on home grown produce, good beer and […]

Archive Commentaries & Briefings

We have combined our Commentaries and Briefings within our News, to make them more accessible to our website users.
If you are looking for our old Commentary and Briefing downloads, please follow these links:

Archive Commentaries

Archive Briefings


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