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

Commentary, January 2020 Asset Allocation

Not much has happened since the last meeting at the end of November. Apart from the UK election, the assassination of Iran’s General Soleimani by the US, the outbreak of the coronavirus in China, the signing of Phase One of the Sino-US trade agreement and the impeachment of the US President.

Q4 Commentary, January 2020

I still expect 2020 to be better for the industrial economy than 2019 but the more predictable the outlook for global trade becomes the more meaningful the improvement will be.

Harpsden Wealth Management in top 100

Harpsden Wealth Management have been recognised in this years New Model Advisor top 100 firms.

Q1 Commentary, April 2019

Despite the likely wobbles in between, I am reasonably confident more money will be made between now and year end. With the obvious, and big, caveat that this is dependent on policy makers behaving themselves.

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.

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

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