Our team

Alex Simpson

Managing Director / Chartered Independent Financial Planner

"We'll continue increasing our range of services and developing our expertise, to provide exceptional financial advice and management for all our clients."

Gemma Wass

Associate Director

"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."

Oli Sussat

Chief Technology & Information Officer

"I’m really enjoying using technology and information to help better what we do for you, our client."

Charlotte McCrosson

Quality & Excellence Specialist

"There is a great culture here, where everyone wants to work together and help each other out. We want to do things in a modern way which is refreshing in the industry!"

Tanya Birnie

Head of Corporate Advice & Payroll

"Working for a company who value everyone at every level equally, and treat you like a person instead of a number is refreshing, and I’m looking forward to my future with them."

Matthew Ellis

Head of Financial Planning / Independent Financial Planner

"I really like the culture we have at Harding Financial, we work together to make sure we are doing the best for our clients."

Oliver Chew

Chartered Independent Financial Planner

"Everyone in the team is friendly, committed to great client service and – most importantly – doing the right thing by each other and our clients. It's a pleasure to come into work every day."

Callum Tailford

Chartered Independent Financial Planner

"Having a background in Maths and statistics, I love how the company is using technology and data to constantly find new ways to help clients achieve their goals and objectives."

Duarte Mauricio

Independent Financial Planner

"Talent flourishes here. I’ve never seen such a likeminded, cohesive, and talented team working together towards the best client outcomes."

Arabella Symons

Independent Financial Planner

"The team's combined knowledge of financial planning is vast and it is great working with them to help make a positive difference to our clients' lives."

Annie Leete

Independent Financial Planner

"The care with which everyone looks after their clients and the skills and expertise of the entire team sets Harding apart from other firms."

George Lee

Independent Financial Planner

"It is clear to me that Harding Financial is a team of like-minded people who strive for the best client outcomes on a daily basis.."

Charlie Walker

Head of Paraplanning & Administration

"Harding is a unique and great place to work, as delivering a positive client experience and outcome is the main aim and priority set by every single one of us."

Helen Monteith

Paraplanning Team Leader

"I truly believe Harding Financial set the gold standard for financial advice by always going the extra mile and looking to support clients in any way that they can."

Anna Penfold

Technical Paraplanner

"I love the people I work with. We are all an important piece of the jigsaw and we pull on each other’s strengths to build solutions for our clients."

Emma Bromwich

Technical Paraplanner

"All of the team strive for the highest standard they can achieve in their work and have very high levels of knowledge which is a great combination for success."

Elliot Lloyd

Trainee Paraplanner

"Harding Financial harness technology to enhance all aspects of our business and provide clients with a unique experience."

Stacey Knott

Management Assistant

"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."

Melanie McDonald

Employee Benefits & Payroll Administrator

"I love the company ethos and culture, the team connection is really strong and everyone is included on the journey to success."

Heather McAllister

Technical Administrator & Administration Team Leader

"My colleagues and I are committed to providing the highest level of service to our clients. There is always a wide range of work to be done, meaning there is never a dull moment!"