Peter Harding Wealth Management
Financial Services • 
Shaftesbury, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 40 High St, Shaftesbury, Shaftesbury, Dorset SP7 8JG, GB |
| Phone number | +441747855554 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Retirement Planning, Inheritance Tax Planning, Long Term Care, Protection Planning, Wealth Management Advice |
| Founded | 1993 |
| Employees | 21-50 |
| Socials |
Key Contacts at Peter Harding Wealth Management
Clair Smith
Managing Director
Lesley Mills
Personal Assistant To Director
Peter Harding Wealth Management Email Formats
Peter Harding Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sjpp.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sjpp.co.uk | 100% |
About Peter Harding Wealth Management
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. Our Seminar Programme Throughout the year, we run a series of Investment and Inheritance Tax Planning seminars to give clients an insight into our business, St. James's Place and how we can help build and protect your wealth. Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved: 14/01/2025
Peter Harding Wealth Management revenue & valuation
| Annual revenue | $3,593,310 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Peter Harding Wealth Management has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Peter Harding Wealth Management has never raised funding before.
Peter Harding Wealth Management Tech Stack
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Frequently asked questions
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