Peter Harding Wealth Management

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Peter Harding Wealth Management

Peter Harding Wealth Management is a Principal Partner Practice of St. James's Place Wealth Management.

We offer bespoke face-to-face wealth management advice to private and corporate clients in and around the South of England.

10/03/2024

🗓️ As we approach the end of the Tax Year, it's crucial to start thinking about your tax planning for the forthcoming year-end. 👜 Whether you're a business owner or an individual, strategic tax planning can make a significant impact on your financial well-being.

Contact us today for advice and to help you to navigate the complexities of the tax landscape and set the stage for a financially successful year ahead! 👍

Taxation rules can change at any time and are dependent on individual circumstances.

Peter Harding Wealth Management 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 16/11/2023

Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd.

24/01/2024

⏰ Time is ticking!

As the tax year draws to a close, a gentle reminder about the golden opportunity to supercharge your pension. 👜 Making additional contributions before the deadline is a strategic move to unlock valuable tax allowances and reliefs, giving your pension pot a substantial boost. 🚀

Don't miss out on the chance to maximize your contributions and enjoy significant tax benefits. Let's make this year-end count for your pension and contact us today! 👍

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Peter Harding Wealth Management 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 16/11/2023

Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd.

04/01/2024

If you’re part of the ‘sandwich’ generation, with responsibility for a young family and elderly parents, you can feel pulled in every direction financially. With so many calls on your money, it makes sense to take advantage of the tax allowances that are right in front of you: https://orlo.uk/jL6zs

31/12/2023

🎉🌟 Happy New Year from PHWM! 🌟🎉

As the clock strikes midnight, we're filled with gratitude for the incredible moments shared, challenges overcome, and successes achieved in the past year. 🙌✨

Here's to a New Year filled with fresh opportunities, renewed energy, and endless possibilities! 🚀 May it bring you joy, prosperity, and the fulfilment of your aspirations.

At PHWM, we're excited to embark on this journey with you once again. 🌐✨ Thank you for being an essential part of our community, and we can't wait to create more memorable experiences together.

Cheers to new beginnings, exciting adventures, and a year ahead filled with growth and success! 🎊🥂 Let's make 2024 the best year yet!

27/12/2023

Responsible investing incorporates relevant environmental, social and governance factors when investing, and promotes engagement.

When looking at the value of a company, often financial figures will only tell part of the story. We believe considering non-financial, environmental, social and governance (ESG) elements as part of an overall view of a company can help provide a fuller picture of its potential, helping to identify different risks and opportunities, and providing a more accurate picture of a company’s true value: https://orlo.uk/BHsEv

22/12/2023

We expect our fund managers to consider a wide variety of risk factors and opportunities in their investment decision making, as when looking at the value of a company, often financial figures will only tell part of the story: https://orlo.uk/gzL7p

19/12/2023

Giving your children a financial head start helps spread wealth across the generations. In this article, we’ll look at the practical ways you can give your children a head start this tax year: https://orlo.uk/tEVLR

14/12/2023

🎄✨ 'Tis the season to be thrifty! Three in five Brits are getting creative to sleigh their Christmas budget. From DIY gifts to upcycled decorations, 62% of us are channelling our inner elves to save those precious pounds.

So, whether you're crafting, selling, or hand-delivering cheer, here's to a holly-jolly, budget-friendly Christmas!

05/10/2023

Protecting your assets to ensure your legacy goes to the right people, at the right time, is crucial for you to be able to pass on your wealth upon your death. It can be an onerous task, but we are here to help you understand the various ways to mitigate Inheritance Tax to help your family at a difficult time.

Contact us to start your Inheritance Tax planning: https://orlo.uk/X5VCX

Taxation rules can change at any time and are dependant on individual circumstances.

Peter Harding Wealth Management 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). Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd.

SJP Approved 23/06/23

Address

40 High Street
Shaftesbury
SP78JG

Telephone

+441747855554

Website

https://www.peterhardingwm.co.uk/

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