Peter Harding Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Richard has worked in the finance industry since 2003 whilst he was still in university. He is a Chartered Fellow with the CISI and a Chartered member of the IFS School of Finance. His focus is always on understanding each client and ensuring their bespoke needs and requirements are discovered, managed and reviewed in the best possible way.
Prior to joining St. James's Place Richard has gained valuable experience with both HSBC and Coutts and specialises in investment planning, estate planning and retirement planning. He always aims to become a client's trusted adviser and prides himself on his levels of client satisfaction.
Richard is married to Gill and has three young children who happily take up most of his spare time. He is also the treasurer for the charity Sands in his local area which is a charity close to his heart.
As a Chartered Financial Planner his qualifications place him in the top ten percent of authorised financial advisers in the UK (source: City Wire 04/03/2013).
Contact Richard Davies - Chartered Financial Planner
The Partner Practice 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. Peter Harding Practice Ltd is registered in England and Wales, Number 473 7387. Registered Office: Tucks House, Foyle Hill, Shaftesbury, SP7 0AG, England.