Peter Harding Wealth Management
Company Management

Peter Harding Wealth Management

Financial Services Shaftesbury, Dorset, United Kingdom 43 employees
Employees
43

Peter Harding Wealth Management Overview

Headquarters
Shaftesbury, Dorset, United Kingdom
Industry
Financial Services
Employees
43
Founded
1993
Funding
,
NAICS
Finance and Insurance
Monetary 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 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
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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 Email 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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