Peter Harding Wealth Management to host ‘Financial Fitness’ surgeries at West Hants Tennis Club in Bournemouth
Peter Harding Wealth Management (PHWM) is to run weekly ‘Financial Fitness’ surgeries at West Hants Tennis Club in Bournemouth. The surgeries will launch on 23rd January, with further surgeries taking place on 30th January (10.00am – 2.00pm) with afternoon surgery bookings available at the club 3rd, 10th, 17th & 24th February (12.00pm – 4.00pm).
Marketing Director, Julian Barrett said, “As the business is an official sponsor of West Hants Club, it was an obvious choice of venue. There will be a financial expert from Peter Harding Wealth Management on site to chat to club members and others in the locality about topics including: pension planning (for people approaching retirement and those already in retirement), tax planning (including inheritance tax planning), and also tips on investment management in a climate of increasing inflation and taxation.
Established in 1993, PHWM has High Street offices situated in Canford Cliffs, Sherborne, Shaftesbury as well as Corsham in Wiltshire.
PHWM 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 they 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.
Only the UK’s premier financial planning firms qualify for Chartered status