Snaps of some of the team getting in the festive spirit, wearing their Christmas jumpers with pride & raising funds for Save the Children!
Peter Harding Wealth Management
Financial Services
Shaftesbury, Dorset 1,970 followers
Principal Partner Practice of St. James's Place Wealth Management
About us
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: 7/2/2024
- Website
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http://peterhardingwm.co.uk
External link for Peter Harding Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Shaftesbury, Dorset
- Type
- Public Company
- Founded
- 1993
- Specialties
- Wealth Management Advice, Long Term Care, Retirement Planning, Protection Planning, Investment Planning, Inheritance Tax Planning, and Pension Planning
Locations
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Primary
40 High St
Shaftesbury
Shaftesbury, Dorset SP7 8JG, GB
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9 Cheap Street
Sherborne, England DT9 3PU, GB
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30 Haven Road
Poole, England BH13 7LP, GB
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15 High Street
Corsham, England SN13 0ES, GB
Employees at Peter Harding Wealth Management
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Daphne Ashford-Smith
Advising individuals on wealth management, inheritance tax planning and retirement planning
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Richard Davies
Chartered Wealth Management Consultant at Peter Harding Wealth Management
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James Suttie MEng (Hons) APFS
Chartered Financial Planner and Senior Consultant at Peter Harding Wealth Management
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Mark Norton
Helping families and business owners to plan for their retirement through specialised investment and pension advice.
Updates
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Nobody can predict your future, but that doesn’t mean you can’t prepare for it. Protecting your family, your lifestyle and your assets brings peace of mind that whatever happens, everything you care about is properly safeguarded. https://lnkd.in/eJPQzpxP #FinancialPlanning
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Peace of mind and trust are values our advisers always strive to provide. Well done, Robbie for showcasing this with another great 5-star review! Whatever your financial goals or concerns, you can trust us to help. 📲 hps://bit.ly/PHWMContactUs 📧 [email protected] ➡ peterhardingwm.co.uk #financialadvice #wealthmanagement #fivestarreviews Please note that clicking a link may open the external website in a new window or tab. Peter Harding Wealth Management is an Appointed Representave of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. SJP Approved 30/10/2024
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US stocks surge fuelled by Trump victory and another Federal Reserve rate cut. 👉 https://lnkd.in/ecCEWDd9
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Yesterday marked the final seminar of our autumn season, held at the stunning Italian Villa at Compton Acres. We were thrilled to welcome a fantastic turnout of clients who joined us for another insightful talk led by our esteemed guest speaker, Neil Fisher, Senior Investment Consultant at St. James's Place. Neil’s expertise shone through as he shared his take on some of today’s most pressing topics: the recent U.S. election and what it could mean for markets, navigating investments in challenging times, and valuable strategies to help reduce financial stress. After the talk, clients and advisors had the chance to connect and discuss the day's topics over a delicious buffet. A big thank you to everyone who attended and to The Italian Villa for being such a wonderful host once again.
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A rainy-day fund is a readily available pot of cash that can be used for emergencies. Before you start investing, you should always make sure you’ve saved up your rainy-day fund. We’d recommend you have enough to cover three to six months of outgoings – food and utility bills, Council Tax, mortgage payments and so on. You need to be able to get hold of it at short notice, so it should be in an instant-access savings account, rather than invested in stocks and shares. #TalkMoneyWeek #DoOneThing
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A well-deserved appreciation for our Mortgage Adviser, Kerrie Scammell CeMAP, from the clients she helped secure their first home. 🏠 "Thank you so much for all your help and answering all our annoying questions! You have been the best - so grateful!" Well done Kerrie 👏
Feeling incredibly grateful for the thoughtful gifts my wonderful clients brought me yesterday afternoon! 🕯️ I'm pleased to have submitted these first-time buyers their mortgage, along with life insurance and income protection. As someone who loves candles, I really appreciate the kind gesture. Thank you so much! Looking forward to celebrating their home completion in just two weeks! 😊🏡
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It can be emotional and difficult to think about what should happen to your assets after you die. As well as considering what to leave whom, you also need to navigate the different options and tax rules. So, it’s a good idea to include loved ones in conversations about your legacy. #TalkMoneyWeek #DoOneThing
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After a close fought race, Donald Trump is poised to become the 47th President of the United States. Hetal Mehta and Justin Onuekwusi discuss how the outcome could impact markets 👇
How will the US election results impact markets? With the US election decided, Hetal Mehta and Justin Onuekwusi, CFA discuss how the outcome could impact markets, inflation and short-term volatility now that Donald Trump is poised to become President: https://ow.ly/i2bb50U17X8 #Markets #USElection #FinancialPlanning
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US election: What does Trump's victory mean for markets? At a glance: 👉 Donald Trump’s policy promises such as increased tariffs could cause inflation to rise. 👉 We expect to see short-term market volatility, but do not act on speculation. We remain anchored to our long-term investment views. 👉 It is important to avoid a knee jerk or emotional response after such a divisive election. https://lnkd.in/dBkU6ahK #USElection
US election: What does Trump's victory mean for markets?
peterhardingwm.co.uk