Overview of Services
Wealth Management
Our wealth management service combines all elements of our portfolio management and financial planning services. Clients of this service typically have complex financial affairs and we are pleased to work together with their other professional advisers to offer a multi-disciplinary and holistic approach to achieving their goals.
Read MoreFinancial Planning
Our financial planning service is a cornerstone of the Harpsden proposition and encompasses both strategic and tactical financial planning. We provide independent financial advice.
Read MorePortfolio Management
The range and depth of our team’s investment experience enables us to offer our clients a comprehensive portfolio management service. We build and manage portfolios on a discretionary or an advisory basis, aiming to both protect and grow our clients’ capital.
Read MoreOur Process and Fees
At Harpsden, we follow a four-stage process when working with prospective clients.
Read MoreOur Team
We believe our clients draw confidence from the quality of the Harpsden team. We have hand-selected a team of industry professionals, specialists in their individual fields, who are united in their commitment to delivering outstanding outcomes for our clients. Our team includes highly experienced independent financial advisers who deliver financial planning advice and a proactive, personal service to our clients, while our investment team is led by Chief Investment Officer and co-founding director Ian Brady, a former S&P 'AA' rated fund manager at Invesco Perpetual who is exceptionally well qualified to manage client portfolios.
Commentary
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."]
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