Peter Harding Wealth Management

Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place, providing wealth management advice to private and corporate clients. They offer a range of services to assist clients in achieving their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management
Size
Medium
Phone
N/A
Website
peterhardingwm.co.uk
Email
N/A
Locations
15 High St, SN13 0ES
01225742644
40 High St, SP7 8JG
01747855554
9 Cheap St, DT9 3PU
01935315315
30 Haven Rd, BH13 7LP
01202830730
40 High St, SP7 8JG
01747855554
Digital Popularity
Social Media
Company Details
Peter Harding Wealth Management is operated by Peter Harding Practice Limited and is a Active company incorporated on 16 April 2003 with the registered office located in Shaftesbury, Dorset. Peter Harding Practice Limited was registered 22 years ago.
Status
Active
Size
Unreported
Directors
3
Age
22 years old
Employees
44
Turnover
Unreported
Total Assets
£16.77M
Cash in Bank
£2.1M
Total Liabilities
-£3.98M
Clair Smith
Director • Operations Director • British • Lives in England • Born in May 1978
Mr Peter Richard Harding
Director • PSC • Insurance Consultant • British • Lives in England • Born in Apr 1966
Susannah Beverley Harding
Secretary • British
More information on Peter Harding Practice Limited
Teams
All
30
Management
20
Finance
14
Administration
11
IT
4
Other
2
Arah Perrett
Development Manager • Joined Mar 2024
Clair Smith
Managing Director • Joined Apr 2017
Lesley Mills
Personal Assistant To Director • Joined Nov 2021
Susan McClymont
Operations Specialist • Joined Feb 2021
Brett Kazali
Technical Administrator • Joined May 2022
Bryony Sherlock
Technical Administrator • Joined Apr 2023
Lauren Prince
Data Maintenance Specialist • Joined Oct 2016
Orlando Lindsay
Financial Service Administrator • Joined Aug 2024
Freddie Harding
Client Services Administrator • Joined Jan 2025
Caitlin McAuley
Financial Services Administrator • Joined Mar 2024
Arah Perrett
Development Manager • Joined Mar 2024
Clair Smith
Managing Director • Joined Apr 2017
Lesley Mills
Personal Assistant To Director • Joined Nov 2021
Susan McClymont
Operations Specialist • Joined Feb 2021
Daphne Ashford-Smith
Wealth Management Consultant • Joined Jul 2024
Mark Norton
Wealth Management Consultant • Joined Mar 2024
Shannon White
Wealth Management Consultant • Joined Mar 2021
Henry Harding
Wealth Management Consultant • Joined Nov 2023
Samantha Houchin
Personal Assistant • Joined Feb 2024
Heather Littell
Personal Assistant • Joined Apr 2019
Lesley Mills
Personal Assistant To Director • Joined Nov 2021
Brett Kazali
Technical Administrator • Joined May 2022
Bryony Sherlock
Technical Administrator • Joined Apr 2023
Orlando Lindsay
Financial Service Administrator • Joined Aug 2024
Freddie Harding
Client Services Administrator • Joined Jan 2025
Caitlin McAuley
Financial Services Administrator • Joined Mar 2024
Paul Merefield
Senior Business Support Administrator • Joined Apr 2023
Samantha Houchin
Personal Assistant • Joined Feb 2024
Heather Littell
Personal Assistant • Joined Apr 2019
Vanessa Short
Personal Assistant • Joined Apr 2024
Orlando Lindsay
Financial Service Administrator • Joined Aug 2024
Caitlin McAuley
Financial Services Administrator • Joined Mar 2024
Daphne Ashford-Smith
Wealth Management Consultant • Joined Jul 2024
Mark Norton
Wealth Management Consultant • Joined Mar 2024
Shannon White
Paraplanner • Joined Apr 2023
Henry Harding
Wealth Management Consultant • Joined Nov 2023
James Suttie Meng (Hons) APFS
Chartered Financial Planner And Senior Consultant • Joined Nov 2006
Kelly Mills Mba MSC FPFS
Chartered Financial Planner • Joined Jun 2022
Georgia Perkins
Financial Planner • Joined Nov 2023
Victoria Mount Dip PFS, Cert Cii(MP)
Paraplanner • Joined Apr 2022
Arah Perrett
Development Manager • Joined Mar 2024
Brett Kazali
Technical Administrator • Joined May 2022
Bryony Sherlock
Technical Administrator • Joined Apr 2023
Lauren Prince
Data Maintenance Specialist • Joined Oct 2016
Richard Davies
Wealth Management Consultant At Peter Harding Wealth Management • Joined Aug 2015
Claire Chick Cemap Cerer
Data Maintenance Team Leader • Joined Apr 2024
View 30 members