Harper Financial Associates - Independent Financial Advisers

Harper Financial Associates - Independent Financial Advisers Here at Harper Financial Associates the client is at the heart of everything that we do. Standard office hours are Monday to Friday 0900-1730.

Harper Financial Associates offers independent financial advice on all types of pensions, investment products and protection policies tailored specifically to you! Specialising in independent advice on all types of pensions, investment products and protection policies such as life insurance, critical illness cover, income protection and family income benefit. Working with clients of all background

s and ages we work hard to understand you the client, your aims and objectives and how we can work together to help you realise your financial goals. No fund value too big or too small as the advice is tailored specifically to you. 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. Evening appointments can be arranged if necessary. Harper Financial Associates is a trading name of Harper Financial Associated 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: 66 Ben Bank Road, Silkstone Common, Barnsley, S75 4PQ. Registered in England and Wales Number: 12335186

27/11/2025

The Autumn Budget brings sweeping changes to welfare, taxation, and borrowing, with far-reaching implications for households and businesses. Here is a summary of the key highlights.

Starting December 1, 2025, the standard UK deposit protection limit provided by the Financial Services Compensation Sche...
18/11/2025

Starting December 1, 2025, the standard UK deposit protection limit provided by the Financial Services Compensation Scheme (FSCS) will increase from £85,000 to £110,000. This update, proposed by the Prudential Regulation Authority (PRA), is intended to adjust for inflation.

The Prudential Regulation Authority (PRA) has today proposed to raise the deposit protection limit of the Financial Services Compensation Scheme (FSCS) from £85,000 to £110,000.

02/04/2025

CLEANER REQUIRED

Job Title: Cleaner (Part-Time, 3 Hours/Week)
Location: Wakefield
Hourly Wage Range: £10.00 - £13.00 per hour
Hours: 3 hours per week (Flexible schedule)

We are currently seeking a reliable and dedicated Cleaner to join our team part-time on either an employed or a self-employed basis.

The successful candidate will have excellent cleaning standards with a high attention to detail. Able to manage their own time effectively and have a strong work ethic. They must be reliable, trustworthy and take pride in their work, whilst also having a friendly approach.

The day of work would be yours to choose from between Mon-Thurs.

Key Responsibilities:
Maintain cleanliness in assigned areas
Sweep, mop, vacuum, and dust all surfaces
Empty bins and ensure waste is disposed of properly
Ensure all cleaning tasks meet the company’s standards

Requirements:
Prior cleaning experience is essential, preferably within a commercial environment.
Must have right to work in the UK.
Ability to work independently
Excellent attention to detail
Reliable and trustworthy

If you're looking for a flexible, part-time role within a supportive team, this is the perfect opportunity for you!

To apply, please send your CV to [email protected]

We look forward to hearing from you!

Advisers are today at the We Are Wakefield business EXPO 2025 talking to local businesses and members of the public incl...
26/03/2025

Advisers are today at the We Are Wakefield business EXPO 2025 talking to local businesses and members of the public including the mayor of Wakefield.

Feel free to come and drop by to speak with us about securing YOUR financial future!

THE EDUCATION EXCHANGE
Education House
Spawd Bone Lane
Knottingley
WF11 0EP

Last month Tom Harper and Suzanne Ellison attended 2plans' 'Chapter 2' National Conference in Telford along with roughly...
11/03/2025

Last month Tom Harper and Suzanne Ellison attended 2plans' 'Chapter 2' National Conference in Telford along with roughly 700 advisers from across the country. The event enabled them both to meet and speak with a variety of platforms and providers as well as engage with various industry related workshops.

We are also very pleased to announce that Tom Harper was awarded Pension Adviser of the year 2024!!

This award was presented to him by 2plan Wealth Managements' Managing Director, Claire Limon & The Openwork Partnerships' CEO, Philip Howell. In recognition for his achievements and growth in this particular area over the course of the year.

A few words from Tom; ''It's always nice to be recognised for the work we do for our clients but I think it matters equally as much when this recognition comes from within the industry and is a good measurement of how well you are performing within your peer group''.

. 🏆🥇

We would like to wish Abigail Davies a happy 22nd birthday! Have a great day! Sorry you’ve got to spend it sat with us 🤣...
25/02/2025

We would like to wish Abigail Davies a happy 22nd birthday! Have a great day! Sorry you’ve got to spend it sat with us 🤣 🎂

12/09/2024
Dont forget to grab The Telegraph tomorrow (12th September 2024) for your copy of the 2024 Guide to Top Rated Financial ...
11/09/2024

Dont forget to grab The Telegraph tomorrow (12th September 2024) for your copy of the 2024 Guide to Top Rated Financial Advisers where both the Director Tom Harper will feature for the 4th year running and the company will feature for a second time.

This is great recognition for us and is only possible due to the feedback of our clients. We are very grateful :D

If you wish to contact us regarding any aspect of your financial affairs, then please do not hesitate to call 01924 939 854 or email [email protected] or you may pop in and see us at Athelward Suite, Nostell Estate Yard, Nostell, WF4 1AB.

Happy 21st Birthday to Bethany! Hope you have an amazing day and enjoy your long weekend off. From all of the team Harpe...
15/08/2024

Happy 21st Birthday to Bethany! Hope you have an amazing day and enjoy your long weekend off. From all of the team Harper Financial Associates - Independent Financial Advisers🍰🎈🎁

It is with great pleasure that we introduce the newest member of our advising team Suzanne Ellison. Suzanne joins us fro...
30/05/2024

It is with great pleasure that we introduce the newest member of our advising team Suzanne Ellison.

Suzanne joins us from her previous company 2plan wealth management having fulfilled her role there as a pension transfer specialist over the last 10 years.

Suzanne will be offering bespoke independent advice on pensions, investments and protection and is currently looking to take on new clients.

If you would like to sit with Suzanne to discuss any matter of finances please contact via email at [email protected] or by calling the office on 01924 939 854.

We very much look forward to working with you Suzanne and supporting your business development and growth.

Address

Athelward Suites East & West, Estate Yard
Wakefield
WF41AB

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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