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Commentary

We want you to feel fully informed about Harpsden Wealth Management and your investments with us. Please explore our articles and features using the links below - and do take a moment to register with us.

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

Commentary, October 2018Download
Commentary, July 2018Download
Commentary, Q2 2018Download
Commentary, May 2018Download
Commentary, Q1 2018Download
Commentary, March 2018 – USA Research TripDownload
Commentary, January 2018 UPDATEDownload
Commentary, January 2018Download
Commentary, 2017 RoundupDownload
Commentary, Q4 2017Download

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)

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

Money Marketing Financial Services awards 2017

Highly commended: Best Investment Adviser

Society of Trust and Estate Practitioners (STEP) 2017/18

Winner: Financial Advisor Team of the Year 2017/18

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