Who are we?
Harding Financial Ltd was established in 2011 by Alex Simpson, whose clear aspiration is to become the South East's premier independent financial planning firm. The team has grown significantly and every individual shares Alex's goal to provide the highest quality and most trustworthy financial advice.
Everyone at Harding Financial is proud to work to an exceptionally high standard for both our corporate and personal clients - we conduct in-depth research, talk to our customers and peers, continually educate, keep well informed, push ourselves, debate and discuss, love, laugh, smile and (occasionally) frown.
Ultimately, we love our business and we believe that shows in everything we do! To see our experienced team click here.Meet the team
Our Work Process
Our role as your Financial Adviser is to understand your needs, objectives and feelings towards risk and to use that information to create your investment strategy and portfolio. We like to do things "in-house" whenever we can - that means we're cutting out the investment middle man and focusing exclusively on you.
Understanding how we work with clients is important so you know what to expect from our service. We want you to clearly see where we can add real value to your life. To see how we work, please click here.
Mission, Vision and Values
Our mission is to provide clear, well thought out financial advice that is tailored to meet the needs of our clients. Our vision is to create financial security for our clients. Our shared core values support this and are based on Service, Aspiration, Flair, Excellence and Responsibility.
Our clients are at the core of every decision we make. We strive for quality in all that we do in order to build productive, meaningful, long term relationships.
We aspire to meet every clients' financial goals to help them to invest wisely and live fully. We aim to make tomorrow better.
We create transparent, creative and innovative holistic financial solutions to meet our clients' needs and objectives. Our ability to explain things in a simple, clear and easy to understand format makes us stand out from our competitors.
We are hugely knowledgeable, highly trained and use cutting edge technology to provide our clients with independent, holistic financial advice. Our shared commitment to providing professional excellence in a culture of continual improvement is an ongoing quest.
We act with integrity and respect for our clients and each other. We listen and respond to our clients' needs and maintain ethical standards and comply with our legal and professional obligations at all times.
By choosing a customer focused reputable company with expertise, experience, knowledge and integrity, you can feel S.A.F.E.R with us.
Company Directors have many important responsibilities - employee benefits, company pension schemes, drawing a tax-efficient income, pension planning, and much more. Why not let us take care of these so you can focus on what you love doing the most?Read Company Director's Case Study
Do you know when you can afford to retire? Have you saved enough of your hard earned money to allow you to have the retirement you want? These are some of the questions are clients ask us. By carrying out detailed cashflow modelling with our clients, it allows us to answer these questions and give clients the confidence to be able to retire. Click the link to see an example of how we have helped a particular client approaching retirement.Read At Retirement Case Study
"We were introduced to Harding Financial and specifically Jennie Wise by our chartered accountants, who recognised that our acquisition of a large contract from a rival would involve both TUPE (which increased our workforce substantially) and a complete overhaul of our existing workplace pensions. Throughout the process Jennie and her colleagues have been professional, personable and a delight to deal with and we have been very happy to have their guidance on what was a very complex process"Anonymous Corporate Client
"In today's world of uncertainty in the financial markets, it is always reassuring to be able to speak to someone at Harding Financial to find out how things affect me personally."Dominic Lewis - BDD Tray.io
"Harding Financial have been our brokers for many years. We have always enjoyed an excellent relationship and they can be relied on to be efficient and helpful in every facet of our business relationship."Sarah, London
"We have a long standing relationship with Harding Financial and have always been very happy with the service they provide to us from the initial contact to the continued follow up. We feel safe in their hands"Silvia
"Harding Financial have been looking after my investment portfolio for the past 7 years. Every member of staff I have had contact with has been polite and helpful and my dedicated Financial Planner, Gemma Wass, is professional, diligent and has innovative ideas for helping my investments to grow year on year. In a clear and simple way she provides the information I need to make well informed decisions."Maggie, Farnham