- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Certificate in Financial Planning
- Certificate in Life and Pension
- Certificate in Mortgage Advice
- Certificate in Equity Release
- Award in Long Term Care
I left college in 2001 to follow a career in the travel industry, however this was a devasting time to pursue this profession, so instead I secured a role in financial services as a Junior Administrator. I have always loved numbers, and this seemed like a good alternative. In time I moved employers and became a Mortgage Administrator to broaden my financial services experience and then into the role of Mortgage and Financial Services Administrator.
In 2007, I was promoted to a Senior Administrator and then almost immediately to Paraplanner. Some years later, I became a Deputy Paraplanning Manager and then eventually Manager. Throughout my 22 year career in financial services I have continued my qualifications and training and I currently hold Chartered status. My intention is to take one more exam and achieve Fellowship this year. I am extremely lucky to now be part of Harding Financial and continue my career here as Head of Paraplanning.
What I love about Harding Financial
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.
As I look towards the future
I am very much looking forward to working with Harding with a view to developing myself further and building on my experiences and knowledge. I am a person who likes to have familiarity and I plan to have a successful career here.
At the weekend you’ll find me
I will be spending time with my family and friends whether it be at home or out and about on walks or at a pub for Sunday lunch. We also love having everyone over to our Garden Pub for BBQs which has seen many a fun time.
Want to buy me lunch?
A cheeky BLT sandwich and chips would be lovely!
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."
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."
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."