Qualifications

• Bachelor of Science Honours Degree in Psychology
• Diploma in Regulated Financial Planning
• Certificate in Discretionary Investment Management
• Certificate in Pension Transfer Advice

About me

I joined Harding Financial in 2018 and spent almost 6 years in the paraplanning team. Moving from the role of Technical Paraplanner to Paraplanning Team Leader, I have been involved in supporting the company's growth and developing client services. As of 2024 I am embarking on a new role within Harding, focusing on the business' continual focus for quality and excellence.

What I love about Harding Financial

The constant evolution and exciting use of technology to enhance our processes. There is a great culture here, where everyone wants to work together and help each other out. We want to do things in a modern way which is refreshing in the industry!

As I look towards the future

I am looking forward to taking on this role and helping the team with lots of exciting projects.

At the weekend you’ll find me

A quiet weekend at home is my favourite way to relax, alongside a few trips to London to see some live classical music.

Want to buy me lunch?

Anything with cheese please!