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Howard Weller

MBA MMATH DipPFS CertPFS (DM)

Harforth Wealth Management focuses on clients facing high-stakes financial decisions — from business exits and liquidity events to complex family wealth and inheritance questions.

About

I work with Founders and Business Owners, Equity-compensated Professionals, and Multi-Generational HNW Families. My clients want their capital to support both long-term security and what matter most to them.

Howard Weller MBA (Cambridge) MMath (Nottingham) DipPFS founded Harforth Wealth Management to focus directly on clients' priorities. Howard has developed the Harforth One Plan, which incorporates sophisticated cash-flow forecasting and strategic planning to balance statistical outcomes with logic-based scenarios—giving you confidence no matter what lies ahead.

Drawing on my experience as Director and Board member of a boutique asset management firm serving ultra-high-net-worth individuals, I bring proven expertise in bespoke strategies, investment management, and deep market knowledge.

My investment committee roles for Private Equity and Venture Capital funds gave me rare insight into fund managers' processes — covering valuations, funding round dynamics, funding considerations, founder challenges, and exit* implications.

Together, these insights enable me to guide founders, equity-compensated professionals, and multi-generational HNW families through competing priorities, risk, and uncertainty with clarity and confidence.

Whether crystallising significant business value, restructuring family wealth, or aligning investments with personal and philanthropic goals, my role is to bring structure and confidence to complex decisions so you can move forward decisively.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 22/04/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.