- Bachelor of Science Honours Degree in Mathematics at the University of Plymouth
- Chartered Financial Planner Status
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Equity Release
- Certificate in Mortgage Advice
- 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. 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 am looking forward to helping the company find new ways to develop and grow, whilst 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
"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."
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."