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Testimonials

We welcome your feedback as it helps us constantly review and fine tune our service in the pursuit of excellence. Here is a selection of client feedback you can also download a copy of our recent client survey in which 40% of our clients took part.

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What our clients are saying

See the results of our latest client survey here


“As a retired Independent Financial Adviser I am more than aware of what I need in terms of overall financial advice and thus equally aware of what should be available to me. My experience of Harpsden has demonstrated that all my requirements are fully met by them in that they have technical expertise, an admirable and enviable investment track record and are always up to speed in the crucial elements of financial advice. In addition they give a first class service, which is both on an individual, personal basis as well as on a generic one. “

Edward, Surrey


“Roland has been coming to our home for four years. We always look forward to his visit on a personal level as well as the business aspect of the visit. We have always trusted Roland’s advice as we feel that he is well informed on all aspects of the economy at any one time, and gives us an overview of Harpsden’s current policies for investment. He is certainly enthusiastic on a professional level and an excellent ambassador for Harpsden.”

Roger, Dorset


“Jeremy Arthur spent time and energy ensuring that he had a good, holistic understanding of my financial position and objectives and has worked with my accountant and a lawyer to make sure that my investments will match my needs in the long and short term. A great communicator, he has been meticulous in keeping me abreast of changes in the financial environment and agreeing a way forward which balances risk and reward in a way that suits me. I am comforted by the approach that Ian Brady, who manages the investment side of Harpsden Wealth Management, has to tailored conservative investment in difficult times.”

Anthony, 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


“I was introduced to Jeremy and Harpsden by a mutual friend who I had told that I was dissatisfied with my previous adviser’s performance and his appreciation of my needs. Jeremy understood my situation and my future requirements after a thorough assessment process, and we have set up a portfolio which I am much more confident will perform sufficiently now and in the future, as well as being in line with my ethical concerns.”

Tim, London


“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 had to choose how do deal with an inheritance and talked to a couple of possible advisers. I found the relatively small scale of Harpsden attractive, and Jeremy Arthur was friendly and professional, and took a lot of care to understand my circumstance and help me find the best way forward. I also appreciated that I was introduced to the rest of the Harpsden team. I’m not somebody with a lot of experience with financial matters, so it is good to feel that my investments are in safe hands – and I’m getting to understand the financial world a bit more too!”

BM, Berkshire


“Roland has been my IFA since 1994 – sufficient recommendation in itself – during which time he has mentored and supervised all matters relating to my pension fund. Although I retired in 2000 Roland continues to provide all the support I need in managing my funds. During the years since 2000 he has taken on responsibility for advising and managing the separate pension funds of my wife and daughter, both of whom are completely happy with Roland’s advice, efficiency and tireless attention to ensuring that all actions are fully understood and agreed. “

Ritchie


“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


“Roland ascertains my specific investment and pension needs, fully informs himself about my resources and commitments and then comes up with a fully researched strategy to deliver a satisfactory and tax efficient solution. There is little more that one could want from such a professional adviser and he provides the reassurance of not only his own specific areas of expertise but also of that of the whole Harpsden management on which he draws to ensure the best possible advice.”

M, London


“Jeremy is very experienced and knowledgeable. He deploys this talent with an excellent manner and approach and is very adept at handling very important and discreet situations. He is entirely trustworthy, very courteous and a pleasure to deal with. He took a great deal of time and trouble to understand my personal and financial situation and options for the future and was therefore able to add real value, both at the outset and ongoing.”

Tim, Oxfordshire


“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


“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


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


Investment Committee


Ian Cooke

Investment Committee Consultant

Ian has over 30 years’ fund management experience at leading institutions. He was Head of North American Equities at Kames Capital and was previously at Allied Irish Bank, where he was Head of US Equities and managed c. €1.5 billion of clients’ assets. He was also Head of the High Yield Focus Fund (c. €600 million) and a member of the Investment Policy Committee, managing €10 billion of assets.

Ian is a key member of the Investment Committee at Harpsden Wealth Management. The Committee meets bi-monthly and provides ongoing rigorous oversight into the investment process.

  • T: 01491 570820

Ian Brady

Chief Investment Officer and Director

Ian has over 25 years’ fund management experience with globally renowned institutions.

He has been involved in global asset allocation since 1994 and in the four years to January 2008 was Head of Fund of Funds at Invesco Perpetual, where he was responsible for global asset allocation on over £1.8 billion of assets. Under his stewardship, the Invesco Perpetual World Growth and World Income Funds were both “AA” rated by independent ratings agency Standard & Poor’s. During both 2006 and 2007, Ian was voted one of the most consistent fund managers in the Investment Week/Standard & Poor’s Fund of Funds sector.

Ian left Invesco Perpetual in January 2008 to co-found Harpsden Wealth Management with Jeremy Arthur. In 2012 and 2013 Ian won a prestigious Gold Standard Award for Discretionary Portfolio Management.

  • T: 01491 570822

Miles Ruffle

Miles Ruffell

Investment Committee Consultant

Miles has over 30 years experience in the investment business. After graduating from Oxford University in 1982 he started his City career on the US desk of stockbrokers Rowe and Pitman. In 1986 he left to join Donaldson, Lufkin and Jenrette, a US Investment bank. Miles left the City in 1999 and since then he has continued to invest personally both directly and through funds.

He has also been an active angel investor and chairs a family agricultural company.

He sits on the Rugby School Investment Committee and is also involved in several philanthropic activities.

  • T: 01491 570820

Jack Byerley

Jack Byerley

Trainee Investment Manager

Jack joined Harpsden in September 2017 after graduating from Durham University with a Bachelor of Arts Honours degree in Economics. Jack’s work has combined broad macroeconomic and multi-asset research and analysis with specialisation in several regions and sectors. One such area is sustainable investment, where he has contributed to the progression of the Ethical model portfolio.

Jack attends all asset allocation committee meetings and within the business he has taken responsibility for roles within Compliance and Investment Administration.

Jack has successfully passed CFA Level 1 and CFA Level 2 and is currently working towards Level 3.

  • T: 01491 570820


Advisory & Operations


Jeremy Arthur FPFS

Chartered Financial Planner and Director

Jeremy’s varied career has spanned agriculture, commodity trading and wealth management. He has over 22 years’ experience as an independent financial adviser and is passionate about building client relationships and providing a proactive, ongoing service.

Jeremy has extensive experience of advising high net worth clients and trustees, encompassing financial planning, tax planning, investments, financial protection and estate planning. Jeremy co-founded Harpsden Wealth Management with Ian Brady in 2008.

  • T: 01491 570 821

Erica Brady FCA

Finance Director

Erica qualified as a Chartered Accountant in 1991 with KPMG in Dublin. She was recruited by Commercial Union (now Aviva) and moved to London, working initially on projects, then as Financial Controller of Commercial Union Financial Services. In 1994 she moved to the head office as a Research and Planning Executive in UK Business Planning, until 1996 when she relocated to Scotland.

Erica took a career break until 2008 to bring up her family, while continuing to hold a number of self-employed, part-time and voluntary posts. She has been involved with Harpsden Wealth Management since inception in 2008 – initially as the Company Secretary and Accountant. Erica was appointed Finance Director of Harpsden Wealth Management in 2013.

  • T: 01491 570825

Julian Valentine FPFS

Chartered Financial Planner

Julian has worked in the financial services industry for over 29 years. Prior to joining Harpsden he worked at Standard Life where he gained considerable experience in financial planning. Throughout his career Julian has helped financial services firms develop their client service propositions.

In 2007 Julian became a Chartered Financial Planner and shortly afterwards became a Fellow of The Personal Finance Society. Julian is a firm believer in helping clients manage their wealth by providing a quality and proactive service.

  • T: 01491 570 820

Roland Jones

Chartered MSCI

Roland has more than 30 years’ experience in the financial services industry, which he entered immediately after graduating from university.

Roland has been an independent financial adviser for 25 years, with a specialism in pensions, and strongly believes that pensions should be seen as part of holistic financial planning and not in isolation. He has advised many leading professionals, business owners and individual investors on pensions and retirement planning and is widely quoted in the national press on pensions issues.

  • T: 01202 487381

Stephen Johnston

Chartered Financial Planner

Steve has over 30 years’ experience in the financial services industry with more than 20 years working as an Independent Financial Adviser (IFA). He initially worked with Lloyds Bank and Standard Life. In 1996 he joined his father’s IFA business, Keith Johnston & Partners Ltd, and over the years he helped build this into an extremely successful practice with a first-class reputation.

In 2005, Steve gained Chartered Financial Planner status and he is a longstanding and committed advocate of raising professional standards throughout the industry. This was further evidenced when Keith Johnston & Partners Ltd was awarded Corporate Chartered Financial Planner status in 2012.

Steve joined Harpsden Wealth Management in 2015 to allow him to focus his attention on adding value and delivering the best outcomes for each one of his clients.

  • T: 01491 570824

Mike Heard

Chartered Financial Planner

Mike is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute and has over 45 years’ experience in the financial services industry.

He brings to Harpsden extensive and invaluable experience, having managed organisations in the financial services industry from start up to plc. He now focuses on client relationships and strongly believes in the importance of long-term relationships to ensure that clients meet their short, medium and long-term financial objectives.

  • T: 01491 570827

Orlaith Acton

Financial Planner

Orlaith embarked on a career change when she joined Harpsden in 2015. Since joining the team she has held a number of roles including Administration, Paraplanning and currently Financial Planning.

Orlaith’s career encompasses extensive experience within Financial Services, IT and Property where she has worked at managerial level whilst gaining a wide set of skills from working with successful start-ups and SMEs.

With an Honours Business Degree from John Moores University and broad international experience, Orlaith’s goal is to ensure her clients enjoy an engaging, informative and insightful experience on their financial journey with Harpsden.

  • T: 01491 570820

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

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