- Bachelor of Science Honours Degree in Mathematics at the University of Plymouth
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Financial Services
- Certificate in Life & Pensions
I graduated from the University of Plymouth in 2015 where I studied Mathematics. Following this, I moved to London and worked for a Wealth Management firm for 5 years, before moving out of London and joining Harding Financial in 2021. I am excited to continue my development here at Harding and help the company achieve their goals.
What I love about Harding Financial
I love the people and the culture, it’s clear that the client’s best interest is at the heart of everything we do, and everyone in the team is constantly looking for ways to improve and evolve to help deliver better client outcomes, it’s this dynamism which really excites me. All ideas are welcomed and there is an amazing atmosphere which promotes blue sky thinking.
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.
As I look towards the future
I hope to continue my studies and work towards achieving Chartered status, but also to help the company find new ways to develop and grow, ensuring clients continue to be at the heart of everything we do.
At the weekend you'll find me
Either struggling my way around a golf course or on a long walk with my wife (with a pub on route!).
Want to buy me lunch?
Steak and chips, thank you.
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 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."
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."