Peter Harding Wealth Management is delighted to be celebrating 25 years of delivering wealth management services to our clients, which include private individuals, trustees and businesses. Peter established the business in 1993 with the simple objective of being able to give bespoke wealth management advice and decided that the best way to do this would be as a Partner of St. James’s Place Wealth Management.
“I wanted to work with an organisation that understood the importance and value of a personal, face-to-face approach to giving financial advice and St. James’s Place fitted with this objective. My clients benefit from the company’s approach to sourcing financial solutions, coupled with a ‘best of breed’ philosophy and backed by an advice guarantee. This has enabled me to grow my business by being able to give tailored advice, whether it be investing for growth or income, Inheritance Tax mitigation or pension planning” explains Peter.
“Whilst it may sound self-evident, there is a huge responsibility for any financial adviser when giving initial and on-going advice to people: against a backdrop of increasing regulation, complex tax rules and sometimes complicated financial products, it’s crucial that clients have absolute confidence that their adviser understands their needs and how to match these with the right solution. For this reason I wanted the Practice to be recognised as a market-leader and for several years we have been proud to tell our clients that our firm has achieved Corporate Chartered status, seen as the gold standard advice qualification, and awarded to fewer than 500 firms* by our professional body the CII”.
Reflecting on the past 25 years, Peter concludes that “Whilst we may be celebrating our 25th anniversary, we have not lost sight of our core, traditional values of giving sound advice to our existing clients and at the same time offering guidance to their children and grandchildren on how to build their own future financial security”.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
*Source: thepfs.org July 2017