Please note that Harpsden Wealth Management Limited is a privately owned, independent UK company.
Harpsden and Harpsden Wealth are trading names of Harpsden Wealth Management Limited registered in England No. 6654455, VAT Registration No: 971 5221 26.
Prior to 31st March 2015, Harpsden Wealth Management Limited was known as OakTree Wealth Management Limited. We are not to be confused with any other organisation, UK or otherwise, with a trading style that incorporates OakTree, Oaktree, Oak Tree or variations thereof.
Our registered office address is: Newtown House, Newtown Road, Henley-on-Thames, Oxfordshire RG9 1HG.
Harpsden Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register No. 488658)
Please note that the Financial Conduct Authority does not regulate National Savings or some forms of tax planning, offshore investment or school fees planning.
The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.
Terms of Business
Our Terms of Business will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting. Our Terms of Business can be accessed here.
Pillar 3 Disclosure
Our Pillar 3 disclosure made for Harpsden Wealth Management Limited in accordance with the UK Financial Conduct Authority (FCA) Prudential Sourcebook for Banks, Building Societies and Investment Firms (‘BIPRU’) can be accessed here.
The Revised Shareholder Rights Directive II (SRD II)
We are required by this Directive to explain whether or not we have an engagement policy in relation to the companies we invest in, where the companies’ shares are admitted to trading on a regulated market. As the proportion of shares we hold in investee companies is much lower than those held by large institutional investors, we are not able to engage with investee companies to the extent envisaged by SRD II. We do not therefore have a formal engagement policy.
Top 5 Execution Venues
Under MIFID II legislation, we are obliged to disclose on an annual basis our top five execution venues. The following document discloses the required information for the period 1st January 2018 to 31st December 2018. Download Best Execution Report (venues) 2018.
While we use all reasonable endeavours to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim all representations, except where fraudulently made, and warranties.
This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Harpsden Wealth Management Limited for advice.
Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused by your use of these linked sites.
Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss however caused by your use of these linked sites.
These Terms are governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.
We are committed to ensuring our clients feel fully informed and our investment team regularly publishes analysis and opinion on global macroeconomics, markets, asset classes and asset allocation. To receive our commentary, [ninja_forms_modal_form id=5 text_link="please register here."]Read More
Our financial planning team periodically issues briefings that we feel would be of interest to our clients on a wide range of financial planning issues. To receive our briefings, [ninja_forms_modal_form id=5 text_link="please register here."]Read More
“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.”
“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.”
“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.”
“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.”
“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.”
“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!”
Top 100 Financial Planning Firms 2019
Finalist: Adviser Firm of the Year – South East
Finalist: Financial Advisor Team of the Year 2018/19
Winner: Adviser firm of the year (UK)
Winner: Adviser firm of the year – South East
Top 100 Financial Planning Firms 2018