‘Financial Fitness’ surgeries are to be held at Bournemouth’s West Hants Club from next month.

Peter Harding Wealth Management (PHWM) is to run the weekly events which begin on January 23.

Further surgeries will take place on January 30 (10am- 2pm) with afternoon surgery bookings available at the club on February 3, 10, 17 and 24 (12pm – 4pm).

Julian Barrett, Marketing Director, 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.”

Topics will include:

• Pension planning (for people approaching retirement and those already in retirement)
• Tax planning (including inheritance tax planning)
• Tips on investment management in a climate of increasing inflation and taxation

Established in 1993 – and celebrating its 30th anniversary in 2023 – PHWM has Dorset offices in Canford Cliffs, Sherborne and Shaftesbury.

The firm has been awarded Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

Regarded as the industry’s gold standard for firms of financial planners, it confirms that PHWM has 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.

• peterhardingwm.co.uk