WHO WE ARE; Peter Harding Wealth Management is located at the top of Cheap St. in Sherborne and we also have an office in Shaftesbury. We are a Principal Partner Practice of St. James’s Place Wealth Management, operating locally since 1993.
WHAT WE DO; We are committed to building and sustaining long-term relationships with our clients and professional services firms, based on trust, superior service and the quality of our initial and on-going advice. Our philosophy is simple, to provide a highly personalised service and to be considered as our clients’ trusted financial adviser.
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). Only the UK’s premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.
Our objective is to assist our clients in making informed and intelligent financial decisions through bespoke face to face, holistic advice. We help you stay on track through the provision of a regular review service.
Our relationship based approach places our clients at the centre of everything we do. There are two fundamental principles that have underpinned our business from day one: the strength of the relationship between our advisers, the St. James’s Place Partnership and our clients, and the St. James’s Place distinctive approach to investment management.
We believe we possess the qualities you want in a trusted business partner: expertise, reputation, and financial strength.
HOW TO REACH US; If you would like to know more about us we would be delighted to meet you. Please contact any of our Sherborne staff on 01935 315315 or email us at pert[email protected]
Peter Harding Wealth Management represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd.