Peter Harding Wealth Management
Financial Services
Shaftesbury, Dorset, United Kingdom
43 employees
- Employees
- 43
Peter Harding Wealth Management Overview
- Headquarters
- Shaftesbury, Dorset, United Kingdom
- Website
- peterhardingwm.co.uk
- Industry
- Financial Services
- Employees
- 43
- Founded
- 1993
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Peter Harding Wealth Management
Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place Wealth Management which is highly regarded as one of the leading wealth management organisations within the UK. We offer bespoke face-to-face wealth management advice to private and corporate clients in and around the South of England. Our Seminar Programme Throughout the year, we run a series of Investment and Inheritance Tax Planning seminars to give clients an insight into our business, St. James's Place and how we can help build and protect your wealth. Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. The Partner/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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved: 14/01/2025
Peter Harding Wealth Management Contact Details
- People in AeroLeads
- 4
Peter Harding Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mark Norton | Helping Families and Business Owners |
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| Richard Davies | Helping Individuals with Their |
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| James Suttie Meng (Hons) Apfs | Chartered Financial Planner and Senior |
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| Daphne Ashford-Smith | Advising Individuals on Wealth | Warminster, England, United Kingdom |
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Employees by Management Level
Individual contributor
15 profiles
Senior / Lead
3 profiles
Director
1 profile
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
| IT | 1 | 0 | 1 |
Peter Harding Wealth Management Tech Stack
Data / AI
2 profiles
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