Daphne Ashford-Smith Email & Phone Number

🔹 About Me: Located near Bath, I bring over two decades of professional expertise in the financial services industry, specialising in helping my clients create, monitor and optimise their own personal financial master plan.🔹 Professional Expertise: With a career spanning 25 years, my focus is on providing professional advice tailored to the unique needs of my diverse clientele. Specialising in wealth management, inheritance tax planning, intergenerational planning and retirement planning, my perspective adds depth and innovation to the solutions I offer.🔹 Specialties:• Wealth Management• Inheritance Tax Planning• Retirement Planning🔹 International Experience: Having worked in dynamic financial hubs such as Singapore and Hong Kong, I bring a global perspective to my practice. 🔹 Client-Focused Approach: At the heart of my practice is a client-focused approach. I strive to create an inclusive environment, ensuring that every individual, receives personalised attention. I thrive on crafting bespoke strategies that empower clients to take control of their financial journey. No two financial plans are alike, and I tailor my advice to suit individual needs.🔹 St. James's Place Partnership: As a Partner Practice of St. James's Place Wealth Management, I leverage a professional network and resources to deliver top-notch, bespoke financial guidance that respects and supports the distinct needs of each client. Embracing neurodiversity is integral to our commitment to inclusivity.🔹 Championing Neurodiversity: In addition to my financial expertise, I am a passionate advocate for neurodiversity in the professional landscape. I believe that diverse perspectives foster innovation and inclusivity, contributing to a richer and more vibrant community.🔹 Global Collaboration: With a global mindset and a base near Bath, I seamlessly extend my services to clients in London and beyond, fostering collaboration through virtual platforms like Zoom. Let's connect, regardless of geography, and embark on a professional journey towards achieving your financial aspirations.Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd.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).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 29/07/2024