- Diploma in Regulated Financial Planning
After finishing a law degree at the University of Surrey, I spent ten months travelling the world before starting my career working in Financial Administration. From here I progressed to Paraplanning and have now passed my Level 4 qualifications.
I love the variety that comes with this role but have a particular interest in retirement planning – what is more rewarding than helping a client retire early?!
What I love about Harding Financial
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.
Working from our beautiful new office in Shalford is also a bonus!
As I look towards the future
I want to keep growing and learning throughout my career - there is so much opportunity in the financial sector, and I hope to gain as much knowledge as I can. Maybe one day I will achieve chartered status!
At the weekend you’ll find me
With my cat…Keith!! Having recently got a little kitten I have turned into a crazy cat lady! I also spend a lot of time with my family, I have 3 brothers and sisters and lots of nieces and nephews so it’s always a bit crazy, but really fun! I wouldn’t want it any other way!
Want to buy me lunch?
Lovely, it’s Coronation Chicken for me please!
Alex SimpsonManaging 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 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 CousinsRisk & Development Manager
"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."
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."
Darren FaleyIndependent Financial Planner
"Our core belief is ‘How can we do things better for our clients?’ And I think that mantra is exceptional in our industry."
Matthew EllisIndependent 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."
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."
Duarte MauricioIndependent Financial Planner
"Talent flourishes here. I’ve never seen such a likeminded, cohesive, and talented team working together towards the same goal."
Joshua RourkeIndependent Financial Planner
We are constantly asking “Is what we are doing the best thing for the client”? “How can we keep improving”?
"Personally, I always get a real buzz when helping the advisors create great solutions for our clients, especially the tricky cases."
Charlotte McCrossonTrainee 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!"
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."
"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!"
"I love the attitude of the firm towards its clients, always looking for the best options, utilising the best available technology and encouraging staff to learn and progress."
Get in touch today
Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.
We look forward to hearing from you and being your financial partner.