Georgia Perkins
Financial Planner @Peter Harding Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Peter Harding Wealth Management
Corsham, GB
St. James\'s Place Wealth Management, recently awarded “Best Financial Adviser” at the Personal Finance Awards 2022/23. The company\'s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James\'s Place proposition is further enhanced by its distinctive approach to investment management.Peter Harding Wealth Management offers bespoke face to face wealth management advice to private and corporate clients in and around the South of England. Principal partner Practice of St. James\'s Place which is highly regarded as one of the leading wealth management organisations within the UK.
EDUCATION
Bath Spa University
Bachelor of Arts - BA
ABOUT GEORGIA PERKINS
I help my clients by providing them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management including retirement planning, wealth protection, mortgages and savings and investments. I provide advice to all types of clients, including private clients, high net worth individuals, business owners and professionals, but having grown up in a household with three sisters, I am very passionate about working with female clients. I am incredibly proud to be a female adviser in this predominantly male-dominated industry and recognise that some women will be more comfortable dealing with a fellow female, who can relate to their experiences in the workplace, family and wider world. Our working relationship: I pride myself on maintaining a long-term relationship with clients, providing them with a source of trusted advice as their financial needs evolve over the years. My aim is to look after several generations of my clients’ family, safeguarding their legacy and hard work. Whatever your requirements are I will- Help you make the right choices for you based on a thorough understanding of your present circumstances and what you are looking to achieve - Guide you through the process, working together to ensure you are very much part of the decision making - Assist you to find the right option, one that you feel best suits your goals and aspirations and more importantly, one that you feel comfortable with If you would like to get in touch please send a message or email at g••••••••@sjpp.co.uk Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. The 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 13/01/2025
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.