Sarah Pike has qualified as a Chartered Financial Adviser at Peter Harding Wealth Management.
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 Long Term Care 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.
Peter Harding said: "Sarah brings youthful vitality, as well as knowledge to her work and with the ever-changing environment and client circumstances."
For more information, please contact firstname.lastname@example.org.
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.
Canford Cliffs, Dorset BH137LP Tel: 01202 830730
Shaftesbury, Dorset SP7 8JG Tel: 01747 855554
Sherborne, Dorset DT9 3PU Tel: 01935 315315
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.