Established in 2008, our Henley-on-Thames office began life as Harpsden Wealth Management before being acquired by WH Ireland in 2020. We are dedicated to helping private clients and trustees to build, manage and protect their wealth throughout the generations.
We believe that the disciplines of financial planning and investment management are both interlinked and equally important to helping our clients meet their long-term goals. Our aim is to provide our clients with an industry-leading proposition, combining the personalised and proactive service of a traditional investment boutique with institutional fund management capability and progressive financial planning.
The office is led by Jeremy Arthur, who is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years’ experience as an Independent Financial Adviser.
We seek to build long-term, mutually beneficial working relationships with our clients and are committed to delivering an outstanding service that is both competitive and transparent.
Jeremy is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years’ experience as an Independent Financial Adviser. He 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. He works closely with his client’s legal and tax advisers to deliver cohesive and long term inter-generational planning.
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.
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.
Roland has over 35 years’ experience in the financial services industry which he joined straight from university.
He has been an independent financial adviser for over 30 years with a specialism in pensions and retirement planning. He strongly believes pensions should be seen in the context of holistic financial planning and not in isolation. Roland has advised many leading professionals, business owners and individual investors on pensions and retirement planning and has been widely quoted in the national press on pensions issues.
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.
Julian has worked in financial services for over 32 years. Prior to joining the Henley team, 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.
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.
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.
Gerald has over 30 years’ experience of working in the personal financial planning sector. He brings a wealth of knowledge and experience to Harpsden, having held various roles including management, advisory and compliance functions within both small and large businesses.
Gerald has a firm belief that financial planning should be delivered with honesty and integrity and that first and foremost it is about helping individuals achieve their objectives. To do this he focuses on understanding his client’s needs, building long-term relationships enabling him to identify and help them achieve their short, medium and long-term financial objectives.