Richard Davies

Wealth Management Consultant at Peter Harding Wealth Management @Peter Harding Wealth Management

Taunton, GB

Chartered Wealth Manager – Peter Harding Wealth ManagementAn Appointed Representative of St. James’s Place Wealth ManagementAt Peter Harding Wealth Management, I provide tailored financial planning and wealth management advice to individuals, families, and business owners who are looking for clarity, structure, and long-term confidence in their financial decisions.My focus is on building meaningful, lasting relationships — helping clients align their wealth with their goals, protect their financial position, and plan effectively for the future.I specialise in: Pension & Retirement Planning – designing tax-efficient strategies for financial independence and flexibility. Investment Planning – aligning portfolios with long-term goals while managing risk and opportunity. Protection Planning – safeguarding clients, their families, and their businesses against the unexpected. Inheritance & Legacy Planning – ensuring wealth is transferred in line with personal wishes and values. Corporate Financial Planning – supporting business owners with director remuneration, shareholder protection, and employee financial education.As a Chartered Wealth Manager and Triple-Chartered professional (CII, CISI, LIBF), I combine technical insight with practical experience to deliver relevant, high-quality advice. I work closely with clients over the long term, ensuring their plans evolve as life and legislation do.Whether you are preparing for retirement, navigating a business exit, or reassessing your current arrangements, I offer a professional, discreet service and a no-obligation initial consultation. Please feel free to connect or message me here on LinkedIn.

CFA Society - Investment Exams

Investment Management Certificate, Investments

Swansea University / Prifysgol Abertawe

Business Studies Degree BSc Hons

LIBF

Finance, Bankers Degree BSc Hons AIFS

The Chartered Institute for Securities & Investment (The CISI)

Financial Planning

Chartered Insurance Institute

Chartered Insurance Institute, Advanced Diploma in Financial Planning

St. Michaels School, Bryn, Llanelli

GCSE