JA
Jing Apfs
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Work Experience
Paraplanner
Aug 2018 - Present · 6 years and 5 months
lorica wealth
Paraplanner
May 2018 - Jul 2018 · 2 months
heritage investments
Senior Paraplanner
Apr 2017 - May 2018 · 1 years and 1 months
Company Details
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: 7/2/2024
Year Founded
1993
Social Media
Linkedin
Industry
Financial Services
HQ Location
40 High St Shaftesbury Shaftesbury, Dorset SP7 8JG, GB
Keywords
Wealth Management AdviceLong Term CareRetirement PlanningProtection PlanningInvestment PlanningInheritance Tax Planningand Pension Planning
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