ADVERTISING FEATURE
Merger with Peter Harding Wealth Management provides strength in numbers
Chartered Financial Planners , Queens Square Wealth Management and Peter Harding Wealth Management merge to provide advice across Wiltshire , Dorset and surrounding areas .
The team at Queens Square Wealth Management in Corsham is delighted to announce that the practice has combined with another Chartered Financial Planner and local St . James ’ s Place Practice , Peter Harding Wealth Management , which has offices in Shaftesbury , Sherborne and Canford Cliffs .
Queens Square Wealth Management was founded 13 years ago by local resident , Gemma Young . The company has since become part of the Corsham community and is well-known in the town , supporting events such as the town ’ s Christmas light switch on .
Gemma , said , “ This merger creates a large Practice team extending our existing comprehensive network of experienced staff , dedicated to servicing the financial planning needs across the local community , southwest and beyond .”
Gemma will continue to be part of the business providing bespoke wealth management solutions to her clients .
Peter Harding Wealth Management , which celebrates its 30th anniversary next year holds the very same client centric ethos and culture in providing dedicated face-to-face advice . Peter Harding , Principal Partner , said , “ This combined experience will see all clients from both Practices benefit from the efficiencies of scale , whilst also receiving the family-based advice and service , we pride ourselves on steadfastly providing .”
With the need for trusted financial advice being of paramount importance , particularly during in these difficult times , the merger between the two Practices offers residents across Wiltshire , Dorset and beyond the ability to access friendly , high quality , faceto-face advice on their doorstep .
The office will continue to be based in the heart of the Corsham community on the town ’ s High Street . The only change you will notice is the name above the door .
Peter Harding Wealth Management ’ s services include :
• Investment Planning
• Retirement Planning
• Inheritance Tax Planning
• Long Term Care Planning
The levels and bases of taxation , and reliefs from taxation , can change at any time . The value of any tax relief depends on individual circumstances
To find out more pop into the Practice on 15 High Street , Corsham or call : 01225 742644
Tel : 01225 742644 Corsham I Shaftesbury I Sherborne I Canford Cliffs
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 ) for the purpose of advising solely on the group ' s wealth management products and services , more details of which are set out on the group ' s website www . sjp . co . uk / products . The ' St . James ' s Place Partnership ' and the titles ' Partner ' and ' Partner Practice ' are marketing terms used to describe St . James ' s Place representatives .
30 www . tbeswindonandwilts . co . uk