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
9:00 - 17:00
40 High St, SP7 8JG
01747855554
9:00 - 17:00
9 Cheap St, DT9 3PU
01935315315
9:00 - 17:00
30 Haven Rd, BH13 7LP
01202830730
9:00 - 17:00
40 High St, SP7 8JG
01747855554
9:00 - 17:00
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 • British • Lives in England • Born in May 1978
Peter Richard Harding
Director • British • Lives in England • Born in May 1966
Susannah Beverley Harding
Secretary • British
Mr Peter Richard Harding
PSC • British • Lives in England • Born in Apr 1966
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