- Chartered Financial Planner
- Chartered Member of The London Institute of Banking and Finance
- Advanced Diploma in Financial Advice
- Bachelor of Science Honours Degree in Architectural Studies at The University of Bath
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Mortgage Advice and Practice
- Certificate in Regulated Equity Release
- Certificate in Long Term Care
I've always been interested in the financial sector and, following my degree, I seized an opportunity to move into this field and then to start something new and exciting.
I felt that there was a general perception among the public that financial advisers were 'financial product salesmen' and there appeared to be very few firms that focused on delivering a first class ongoing service to their clients.
I therefore set up Harding Financial with the objective of delivering a bespoke quality service that focuses on our clients' individual circumstances and objectives. There's been a lot of positive changes to the financial industry in the last five years with new legislation and mandatory qualifications, so it really was the perfect opportunity for me to spearhead a business that would come into the market with a fresh approach.
I began gaining my qualifications in 2009 and have recently attained my Level 6 Chartered status. I also hold qualifications in Mortgage, Long-Term Care, and Equity Release and will continue to develop my expertise in the field.
What I love about Harding Financial
We are always pushing ourselves to be the best every single day. I love seeing the business grow and develop as this great team really is an extension of my family! Each member of the team shares my ambition to develop both professionally and personally, and to expand our knowledge in order to provide the best service we can to our clients. I am a bit of a technology geek and I have invested in state of the art back office systems for increased efficiency and to provide our clients with a wealth of relevant information.
As I look towards the future
In our culture of continual improvement, we will constantly refine our ongoing service proposition to ensure that our reputation for excellent customer service is maintained. I feel that it's absolutely key that we always look to increase and diversify our knowledge in a learning environment in order to gain a broader scope of the market. I aim to expand the business and we are always looking for new employees who share the Harding values.
At the weekend you’ll find me
I love flying and two years ago I got my private pilot's license. It's been really fun taking friends and family around the local area and I've also done a few short jaunts across the channel to the Isle of Wight and France! If I'm not flying, I love travelling and seeing the world. I especially like seeing different cultures therefore whenever I do get the chance to leave the office, it will probably be to go somewhere quite different from your normal tourist destinations.
Want to buy me lunch?
Lovely thank you; I'll have a chicken, bacon, lettuce and mayo!
Gemma WassAssociate Director / Independent Financial Planner
"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."
Julia Davies-CousinsHead of Risk and Development
"The business was created with the focus of putting the client at the centre of everything and this is still the driving force for all decisions made today."
Matthew EllisHead of Financial Planning
"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 ChewChartered 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."
Duarte MauricioIndependent Financial Planner
"Talent flourishes here. I’ve never seen such a likeminded, cohesive, and talented team working together towards the best client outcomes."
Joshua RourkeIndependent Financial Planner
"I love that everything we do always has the client at the centre of it."
Arabella SymonsIndependent 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."
Jennie WiseCorporate Adviser
"After so long in the industry it is so refreshing to find people that truly care about the long-term future of their clients."
Callum TailfordParaplanning Manager
"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."
Anna PenfoldTechnical 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."
Charlotte McCrossonTechnical Paraplanner
"The team here are all very welcoming and don’t hesitate to help you out when needed, whether it’s a complex investment query or a printer that's refusing to work!"
"I love the team at Harding Financial, we're all forward thinking individuals who look for ways to improve and enhance the service delivered to clients."
"Everyone supports each other and works towards the same goal of providing the best possible service for our clients."
Stacey KnottAdministration Manager
"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."
Jo BrooksExecutive Assistant
"It is very refreshing to work in such a great culture, where everyone is genuinely working towards the same goal of delivering the best possible service to our clients."
Heather McAllisterDealing Administrator
"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!"
Matthew RobertsonProject Support Administrator
"Everything that Harding does looks to improve people’s experience, and everyone is prepared to go the extra mile to help."