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

Commentary, May 2019

I said in my January commentary that activity and sentiment seemed to be the diametric opposite of January 2018 and would likely evolve in the opposite way too (i.e. go from bad to better as opposed to good to worse like last year). We still seem to be just about on track for such an outcome […]

Commentary, March 2019

Since our last commentary on January 31st the Manufacturing economy around the globe continued to slow markedly whilst Services slowed only a little and included more pockets of strength than the industrial side of the economy. Some of the more influential economic releases since the last […]

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 […]

US Research Trip March 2019 Commentary

I attended the 2019 RJIS Investment Conference in Florida during the first week of March. Whilst there I met the management (mostly CFO’s) of twenty seven companies spanning the house building, retail, railroads, industrial manufacturing, consumer goods, technology distribution […]

Commentary, January 2019

Economic numbers have generally been weak over the last two months with the not inconsiderable exception of employment and wage data. Examples of the weakness include Japanese exports, Chinese exports and imports, Chinese Credit Creation dropping below 10% growth for the […]

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 […]

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.[…]

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

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)