Robbie Holman

Robbie Holman

Peter Harding Wealth Management

Minimum savings/pensions: Any amount

0330 038 8938
Based in Bournemouth
View location

Top Rated 2025
Verified since: December, 2022

4.9 out of 5

38 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 May 2025

    Robbie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Robbie has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 29 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Robbie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Robbie has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 May 2025

    Robbie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Robbie has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 29 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Robbie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Robbie has not yet added their fees to their profile

I have worked in financial services for over 6 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. Wherever you are currently and whatever it is you want to achieve, I’m here to help you, your family and your business thrive. I specialise in jargon busting, simple advice that is tailored to you and your needs. My advice covers all areas of wealth management including, retirement planning, wealth protection, savings, investment planning and mortgages. Are you ready to take control of your financial future? Your home may be repossessed if you do not keep up repayments on your mortgage. Peter Harding Wealth Management is a trading name of Peter Harding Practice Ltd. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This 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) 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 21/11/2025

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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