Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place Wealth Management with offices in Canford Cliffs, Shaftesbury and Sherborne. With over 25 years' experience, our advisers deliver wealth management expertise to private individuals, trustees and businesses.
Peter Harding Wealth Management has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
You can view the Code at www.cii.co.uk/code. Only the UK's premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.
We operate a dynamic and thriving business with a fantastic working environment and are keen to hear from Chartered Financial Advisers who may be able to strengthen our team. You should be an experienced and qualified Chartered Financial Adviser with gravitas of working with clients from all walks of life including high net worth individuals. Trainees/less experienced Advisers would be considered, subject to having a good work ethic and an existing foundation of financial planning knowledge to build upon.
If you are committed to providing a first-class service to our clients, please get in touch and contact Clair Smith, Operations Director.
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