I began working in the UK Financial Service Industry in 1999 and since then I have held roles in customer service, sales support, and office management, so I guess you could say I’ve got lots of experience in the financial sector! I Joined Harding Financial in June 2013 as a Paraplanner responsible for much of the technical administration and research. I am in the unique position of working closely with the advisers as well as the clients and the combination role really suits me well.
I get a real buzz from helping the advisers create great solutions for our clients, especially the tricky cases. I find it really very satisfying to see a happy client, having met and even exceeded their expectations.
As I look towards the future
I want to keep developing and learn through my career and hope to continue doing so through my experience and further education.
What I love about Harding Financial
I love the people, the team is truly my "work family". They are all great to work with, and they genuinely care about each other and our clients. We’re from all walks of life but together we make a great team, and I’m not just saying that!!
At the weekend you’ll find me
I like to get out and about by going for walks in the countryside, spending time with family, going for a swim or doing some painting with my acrylic paints. I am a keen traveller and would love to see more of the world and experience other cultures. I’m hoping to squeeze in a trip to my native South Africa sometime in the next year or so!
Want to buy me lunch?
It’s a toasted tomato, basil & avocado 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”?
Anna BallantineParaplanning Manager
"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 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
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We look forward to hearing from you and being your financial partner.