Harper Financial Associates offers independent financial advice tailored specifically around you, the client. 

Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK. Our range of services cover all aspects of pensions, investments, and insurance business. 

The business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlines, cost-effective service proposition for all of our clients. We have a friendly and easy to understand approach when it comes to working with your finances and we want to ensure that you understand each aspect of them. 

We are happy to offer a complete holistic service or tailor the advice to a specific area you would prefer to discuss. 

Our charges are competitively priced within the market and these will be discussed with you in your initial consultation meeting. There are no hidden costs! 

Please get in touch to arrange a free, no obligation initial consultation. This can be done face to face at your home, place of work, or at our offices. Alternatively, if you would prefer to conduct our meeting via Microsoft Teams this option is always available. 

Standard office hours are Monday - Friday 0900-1730 hrs.

Evening appointments can be arranged if necessary. 

Harper Financial Associates is a trading name of Harper Financial Associates Ltd. which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 976686.

Registered office: Athelward Suites East & West, Estate Yard, Nostell, WF4 1AB

Registered in England and Wales Number: 12335186

Harper Financial Associates

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Harper Financial Associates

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