HARPSDEN WEALTH MANAGEMENT LIMITED
Company number 06654455 · Monitor this company
Executive summary
Harpsden Wealth Management represents a high-quality acquisition asset for WH Ireland, bringing Chartered status, a recurring revenue model, and deep client relationships within the affluent Thames Valley corridor. The strategic imperative is clear: extract cross-selling synergies and operational efficiencies while rigorously protecting the boutique culture and relationship continuity that constitute the firm's core value. Failure to manage the integration balance—between group oversight and local autonomy, between scale benefits and service intimacy—risks triggering client and talent attrition that would rapidly erode acquisition value. The firm's proven resilience through 2020 provides confidence, but the next 18 months will determine whether this combination creates a differentiated wealth management platform or destroys a perfectly viable boutique.
Shareholders' funds
£599,081
Balance sheet as at 2021-03-31
What it does
Portfolio management and investment / financial planning advice
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2008-07-23
- Employees
- 18 (2021 accounts)
- Registered office
- 2nd Floor, 16-18 Hatton Garden, London, England, EC1N 8AT
- Postcode
- EC1N 8AT
- Capital
- 32,962 GBP
- Accounts category
- Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2027-06-30
- Financial year end
- 30 September
Confirmation statement
- Last statement dated
- 2026-07-20
- Next due by
- 2027-08-03
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
- 66300 Fund management activities
Officers 5 current · 15 resigned
Group structure
Controlled by W.H. IRELAND GROUP LIMITED — since 2020-12-22
Controlled by LTV UK HOLDINGS LTD — since 2018-12-18
From persons-with-significant-control filings on the public register.
Contact details
- Website
- harpsden.com
- Phone
- 01491570821, 01491570824, 01491570820
WHIreland is a Wealth Management and Corporate Broking company providing a highly personal service tailored to each client's specialised requirements. We are able to provide timely advice and create long term relationships based on trust.
Previous company names
| Name | Date changed |
|---|---|
| OAKTREE WEALTH MANAGEMENT LTD | 2015-03-31 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| CHILTERN HOUSE 45 STATION ROAD, HENLEY-ON-THAMES, OXFORDSHIRE, RG9 1AT | 2013-07-30 |
| 188 GREYS ROAD, HENLEY ON THAMES, OXON, RG91QU, UNITED KINGDOM | 2010-08-24 |
Among its peers
Top 25%
by shareholders' funds, of 1,282 similar companies in EC
Among the biggest employers among its local peers (18 staff).
Trading since 2008.
Competitors London
This company ranks 232 among financial intermediation not elsewhere classified in London.
The class of 2008
31%
of the 1,753 companies in this sector incorporated in 2008 are still active today; 67% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.