Harpur Wealth Management Limited

Reference number: 738074

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When harpurwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01234 924620 is
  • Who else gives the postcode MK40 3JY
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Astue WM Former trading name
  • Astute WM Former trading name
  • Harpur WM Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09426887
Company status
Active
Company type
Private limited company
Incorporated
6 February 2015 (11 years old)
Registered office
19 Goldington Road, Bedford, MK40 3JY, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Anthony Simmonds Director Jun 1971 6 Feb 2015 6 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
3
still active
3

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 28 February 2025Micro-entity accountsNot audited

Total equity

£84.5k

−19% from £104k

Employees (average)

2

Same as 2

Owed within a year

£83.4k

<1% from £83.3k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09426887. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Harpur Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (18)

2021

18 March 2021

  • Raymond Clive Jackson stopped being a part-owner

Companies House

2016

1 August 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

6 April 2016

  • Paul Anthony Simmonds took control (75–100% of shares)
  • Raymond Clive Jackson became a part-owner (25–50% of shares)

Companies House

2015

6 February 2015

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Harpur Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Bedford

Caliber Financial Associates LimitedBedfordAuthorisedGill Insurance & Finance Consultants LtdBedfordAuthorisedMitchell Prockter (Financial Services) LimitedBedfordAuthorisedPaul Young Independent Financial Advisors LLPBedfordAuthorisedRHA Financial Management LLPBedfordAuthorisedSirius Wealth Management LLPBedfordAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Harpur Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Harpur Wealth Management Limited FCA authorised?
Yes, Harpur Wealth Management Limited (FRN 738074) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Harpur Wealth Management’s phone number and website?
The FCA register lists the phone number 01234 924620 and the website Harpurwealth.co.uk for Harpur Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Harpur Wealth Management a scam or clone?
Harpur Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Harpur Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Harpur Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Harpur Wealth Management?
Companies House lists one person with significant control of Harpur Wealth Management: Mr Paul Anthony Simmonds (75–100% of shares). Before that, it was controlled by Mr Raymond Clive Jackson.
Who runs Harpur Wealth Management?
Companies House lists one director of Harpur Wealth Management: Paul Anthony Simmonds.
How long has Harpur Wealth Management been in business?
The company was formed on 6 February 2015, and has held its current FCA authorisation since August 2016.
What do Harpur Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2025, show total equity of £84.5k (−19% from £104k).
Does Harpur Wealth Management use any other names?
It has previously used 3 other names: Astue WM, Astute WM and Harpur WM.

Sources and links

The full report on Harpur Wealth Management Limited

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