Peter Harding

Peter Harding FPFS Chartered Financial Planner Principal Partner Practice of St. James’s Place Wealth Management Peter Harding has been in the personal financial services sector since 1988, joining St. James's Place Wealth Management in 1993. Since entering the personal financial services sector, Peter has always worked to provide the very finest services to his clients. Thorough and innovative, he offers a retirement planning service that meets the needs of those about to retire and those who have already retired, who want help in designing a successful strategy for their future. Peter concentrates on increasing clients’ net spendable income through a conservative and sensible investment strategy. Often, by the use of sensible Inheritance Tax planning, he is able to achieve this goal whilst also reducing clients’ overall liability to Inheritance Tax. After determining his client’s specific financial goals and objectives and assessing their risk tolerances, Peter will develop a comprehensive strategy tailored to meet the client’s individual needs. Through consistent effort and attention to detail, he has built a solid base of clients who are extremely satisfied with his service as a leading financial adviser covering Dorset and the surrounding counties. Peter resides in Shaftesbury with his wife Susie, to whom he has been married since 1995 and he has three sons, Henry, Freddie and Hugo. He enjoys skiing and sailing, in which he regularly competes in various events and races including three double handed transatlantic races. Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This 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) 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 21/03/2025