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Peter Harding Wealth Management

Richard Davies
Wealth Manager
01747855554

07496195476
About Peter Harding Wealth Management

Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place 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 and provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

For over 30 years we have been helping people with:

Retirement planning
Protection
Estate planning
Investment planning
Long-term care planning
Inheritance tax planning

Referrals we are looking for:

Looking to help individuals and businesses with their financial planning needs with a particular focus on retirement planning.

Referrals we can give:

As we have a broad spectrum of clients, I can refer in a number of different ways though a particular focus on professional referrals e.g. Will's/POA, private medical, insurance, accountancy etc.


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