Daphne Ashford-Smith Email and 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
Peter Harding Wealth Management
View- Website:
- peterhardingwm.co.uk
- Employees:
- 43
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Chartered Financial PlannerPeter Harding Wealth ManagementWarminster, Gb -
Wealth Management ConsultantPeter Harding Wealth Management Jul 2024 - PresentShaftesbury, Dorset, Gb -
PrincipalArbitrium Wealth Management, A Partner Practice Of St. James'S Place Wealth Management Jul 2019 - Jul 2024Arbitrium Wealth Management aims to create long lasting and trusted relationships with our valued clients ensuring we deliver bespoke and straightforward advice and strategies, giving our clients complete autonomy over their financial decisions.
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PartnerSt. James'S Place Wealth Management – Asia Jan 2015 - Jul 2024Singapore, SgSt. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.Please note that the St. James's Place approach to investment management only applies to St. James's Place products. -
PartnerSt. James'S Place Wealth Management – Asia Mar 2006 - Jan 2015Singapore, SgThe Wealth Management Professionals -
Unit Manager/Branch ManagerBritannia Building Society 2002 - 2005Gb -
Financial AdvisorBritannia Building Society 2001 - 2003Gb -
Wealth ManagerHsbc 2000 - 2001London, Gb -
ConsultantAlliance & Leicester 1999 - 2000Gb
Daphne Ashford-Smith Education Details
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Ifs Institute Of Financial Services -
Singapore College Of InsuranceCapital Markets And Financial Advisory Services Cmfas -
Institute Of Banking & FinanceCapital Markets And Financial Advisory Services -
Cii Chartered Insurance Institute -
Cii Chartered Insurance InstituteDiploma In Financial Planning -
Cii Chartered Insurance InstituteCertificate In Discretionary Investment Management
Frequently Asked Questions about Daphne Ashford-Smith
What company does Daphne Ashford-Smith work for?
Daphne Ashford-Smith works for Peter Harding Wealth Management
What is Daphne Ashford-Smith's role at the current company?
Daphne Ashford-Smith's current role is Chartered Financial Planner.
What schools did Daphne Ashford-Smith attend?
Daphne Ashford-Smith attended Ifs Institute Of Financial Services, Singapore College Of Insurance, Institute Of Banking & Finance, Cii Chartered Insurance Institute, Cii Chartered Insurance Institute, Cii Chartered Insurance Institute.
Who are Daphne Ashford-Smith's colleagues?
Daphne Ashford-Smith's colleagues are Susan Mcclymont, Kerrie Scammell Cemap, Jennifer-Louise Wilkins, Samantha Houchin, Lauren Prince, Caitlin Mcauley, Mark Norton.
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