Peter Harding Wealth Management Adviser Qualifies as a Chartered Financial Planner
Congratulations to Sarah Pike, who attended her graduation ceremony at the Merchant Taylor’s Hall in London on Friday 11 October 2019. Sarah qualified as a Chartered Financial Adviser at Peter Harding Wealth Management in June 2019 and attended her Personal Finance Society graduation, where women made up 30% of the latest cohort, averaging some 16 percentage points higher than is currently reflected in the wider sector. Data from the Financial Conduct Authority published.
Sarah Pike said: “I am absolutely delighted to receive Chartered Status and be recognised by the Personal Finance Society. I am committed to raising standards of knowledge and technical competency for Peter Harding Wealth Management and my clients. They can expect the highest quality of service.”
Sarah has worked in the Financial Services industry for 12 years before joining Peter Harding Wealth Management in 2007 as a Senior Wealth Management Consultant. She specialises in Investment, Inheritance Tax, Pension and Later Life Planning.
Sarah feels it is essential to build bespoke financial plans for clients to help them to achieve their goals, and more importantly, review these regularly to ensure they remain current. She is very interested in helping people from all walks of life to maximise their financial potential and really enjoys exploring possibilities with clients.
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Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place Wealth Management which is highly regarded as one of the leading wealth management organisations within the UK. We offer bespoke face-to-face wealth management advice to private and corporate clients in and around the South of England.
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