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

Video interview – Ian Brady, Harpsden Wealth Management talks to UK Edge

Ian Brady tells us about the key discussions with his investments committee this year, where he sees the best investment opportunities in the UK equity market and much more. Click here to watch video. Copyright ©Harpsden 2018 (unless otherwise indicated). All rights reserved.    

Q3 2017 Commentary

The US continued to recover from the torpor of the first quarter as evidenced by very high and rising consumer confidence, ISM Manufacturing Index at a six year high and non manufacturing performing well too, with a latest reading of 55.3. […]

Harpsden Wealth Management wins prestigious STEP Private Client Award

Harpsden Wealth Management has won the Financial Advisor Team of the Year category at the STEP Private Client Awards, which took place last night in London. Held by STEP, the worldwide professional association for those advising families across generations, the Awards are highly regarded as a celebration of excellence across the private client world. All […]

Harpsden have been highly commended in the category of Best Investment Adviser

Harpsden are delighted to have been Highly Commended in the category of ‘Best Investment Adviser’ at the Money Marketing awards 2017. The Money Marketing Awards judging panels are made up of top-level professionals specific to the adviser sectors. They have been selected to give a professional and wide-ranging level of expertise in order to judge […]

Q2 2017 Commentary

Positive survey data includes UK Consumer Confidence hitting a four month high in April and a survey of UK manufacturers by accountants BDO finding there has been less impact from BREXIT than expected and that exports were doing well, particularly those to Europe. On Europe, consumer confidence recently rose to the highest level […]

Commentary, June 2017

Economic Activity has been relatively decent over the last two months, especially in Europe and the UK where the April Purchasing Managers Index figure reached a three year high. Retail sales in Europe have been similarly strong although consumer numbers in the UK have been a bit more patchy. […]

The results are in! Harpsden’s Client Survey 2017

Harpsden Wealth Management Client Survey 2017 First of all, Harpsden Wealth Management would like to say thank you to the 124 clients who were able to find enough time to take part in our 2017 survey. This is close to being 40% of those contacted and is an excellent response rate. We would also like to […]

Q1 2017 Commentary

Let’s hope economic surveys are more accurate than political polls as of late the former have presented a picture of a broad upturn in sentiment about the prospects for economic growth in the developed world. […]

USA Trip March 2017 Commentary

I met with companies in the industrial distribution, technology, distribution, waste management, energy, banking, furniture, house building, railroad and hotel industries and the themes of rebound reflation and renewed confidence ran through them all, with the exception of furnishing. […]

Spring Budget 2017

The Chancellor’s Budget on 8 March was the first of two due in 2017. The final spring Budget came little more than three months after an Autumn Statement that suggested government finances had taken a post-referendum turn for the worse. However, the latest short-term […]

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


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


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