- 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
"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."
Oli SussatChief Technology & Information Officer
"I’m really enjoying using technology and information to help better what we do for you, our client."
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."
Callum TailfordChartered 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 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."
Annie LeeteIndependent 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 LeeIndependent 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.."
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."
Tanya BirnieCorporate Benefits Assistant
"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."
Charlie WalkerHead of Paraplanning
"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."
Charlotte McCrossonTechnical Paraplanner & Paraplanning Team Leader
"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!"
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."
Emma BromwichTechnical 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."
Sue DerbyshireTechnical Paraplanner
"The team here at Harding are dedicated to giving the best service possible to each and every client and their caring and thorough approach is the reason I was so drawn to working here."
"The company is very process driven and each individual works towards the same common goal of providing first class service to our clients"
Stacey KnottHead of Administration
"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."
Heather McAllisterTechnical 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!"
Joanna HarwoodTechnical Administrator
"Everyone at Harding is kind, genuine and helpful, everyone has the client’s best interest at heart."
"It has been a pleasure joining a team of such welcoming and supportive people."