- Diploma in Regulated Financial Planning
- Certificate in Equity Release
- Certificate in Mortgage Advice
- Certificate in Long Term Care Insurance
I’ve been working in the financial services sector since 2001 in a variety of roles - some working directly with clients and others in business-to-business investment. My previous work has included financial planning, mortgage broking, and distributing independent financial advisory solutions to the market.
I find working in the financial sector particularly satisfying as I really love being able to take a problem or a situation that a client is facing (now or in the future) and building a short, medium, and long-term strategy to solve their problems. The majority of my role is problem-solving and working closely with the team to provide comprehensive solutions. Our clients have individual challenges, goals, dreams and objectives and it’s very satisfying to build and deliver something that’s unique and productive for them.
As I look towards the future
I see myself growing and improving in my role, especially as I work towards achieving Chartered status. Being part of a business and team that is continuing to grow is very exciting for me, and it’s also reassuring to be part of something that is moving in the right direction.
Our core belief is “How do we do things better for our clients?” And I think that mantra is exceptional.
What I love about Harding Financial
With key stakeholders in the business everybody has input into how the business grows, and we have a collective vision to make the company special, and ultimately our clients are at the centre of everything we do. We’re constantly asking ourselves ‘Are we doing the right things for clients? How do we continue to improve?’ Right now is an exciting time for us as Harding Financial is still a relatively young business, and we have the dynamism to grow and evolve into an even stronger, larger company.
At the weekend you’ll find me
Being a dad of 2 small children pretty much dictates my weekends! My boys are little dynamos, I honestly don’t know where they get their energy from! The whole purpose of what I do is to build a better existence for them and my wife. Family has always been a huge part of my life and we also have a huge network of close friends. The other love in my life? Sport. In particular I love golf, football, and F1, but really? It’s just sport in general!
Want to buy me lunch?
I’m not a major foodie and I’m sure my colleagues will tell you I live on fresh air alone! Oh alright then, I’ll take a chicken sandwich, in the fresh outdoors!
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."
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 PenfoldParaplanning 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."
"Personally, I always get a real buzz when helping the advisors create great solutions for our clients, especially the tricky cases."
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.