Duarte Mauricio

Chartered Independent Financial Planner

“Tal­ent flour­ish­es here. I’ve nev­er seen such a like­mind­ed, cohe­sive, and tal­ent­ed team work­ing togeth­er towards the best client outcomes.”

01483 80 20 10
[email protected]

Duarte Mauricio

Qualifications

  • Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Mortgage Advice and Practice (CF6)
  • Discretionary Investment Management (J10)
  • Securities Advice & Dealing (J12)
  • Equity Release (ER1)

About me

I grew up fascinated by the complexity of investment instruments and driven by a desire to understand how they work and how they can be used meaningfully to help others. That passion has never faded. Now, as a Chartered Financial Planner, I continue to pursue knowledge and excellence in financial planning. My next goal is to become a defined benefit pension transfer specialist, further deepening my expertise.

I’m very much intrigued by human behaviour and how it intersects with financial decision making. I enjoy exploring investment strategies and broadening my overall skillset, whether through formal study or personal curiosity. People say I’m analytical, but also easy to connect with, which I believe is key to building strong client relationships.

What I love about Harding Financial

The way we do things! Transparency, honesty, and always with the client’s best interests at heart. Talent flourishes here. I’ve never seen such a like-minded, cohesive, and talented team working together towards the best client outcomes.

We confidently implement all kinds of financial planning solutions, and the depth of expertise across the team is remarkable. No matter how simple or complex your needs are, we will hold your hand and work towards achieving your aspirations.

As I look towards the future

Continuous self-improvement is a cornerstone of my personal and professional life. I love blending analytical thinking with behavioural insight, and I’m always looking for ways to grow. Becoming a defined benefit pension transfer specialist is next on my list, and I’m excited to keep pushing the boundaries of what I can offer our clients.

At the weekend you’ll find me

Between playing squash, hitting the gym, flying with my private pilot’s license, and studying for my next qualification, I like to keep busy! I also enjoy watching Formula 1, reading, and occasionally exploring the world when time allows.

Want to buy me lunch?

I’m as picky with food as I am with my investment decisions! But you can never go wrong with Italian dishes, or a good chicken salad wrap.

Our team
Alex Simpson

Alex Simpson

Managing 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 Wass

Gemma Wass

Associate 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 Sussat

Oli Sussat

Chief Technology & Information Officer

"I’m really enjoying using technology and information to help better what we do for you, our client."

Charlotte McCrosson

Charlotte McCrosson

Quality & Excellence Specialist

"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!"

Karen Mulcock

Karen Mulcock

Finance Manager

"There is a genuine passion and commitment to deliver an exceptional client experience."

Tanya Birnie

Tanya Birnie

Head of Corporate Advice & Payroll

"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."

Matthew Ellis

Matthew Ellis

Head of Financial Planning / Independent 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."

Oliver Chew

Oliver Chew

Chartered 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 Tailford

Callum Tailford

Chartered 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."

Annie Leete

Annie Leete

Chartered Independent 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."

Arabella Symons

Arabella Symons

Independent Financial Planner (predominantly London based)

"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."

George Lee

George Lee

Independent 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.."

Charlie Walker

Charlie Walker

Head of Paraplanning & Administration

"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."

Helen Monteith

Helen Monteith

Paraplanning Team Leader

"I truly believe Harding Financial set the gold standard for financial advice by always going the extra mile and looking to support clients in any way that they can."

Anna Penfold

Anna Penfold

Technical 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 Bromwich

Emma Bromwich

Technical 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."

Elliot Lloyd

Elliot Lloyd

Trainee Paraplanner

"Harding Financial harness technology to enhance all aspects of our business and provide clients with a unique experience."

Millie Day

Millie Day

Trainee Paraplanner

"It has been a pleasure joining a team of such welcoming and supportive people."

Heath Marker

Heath Marker

Trainee Paraplanner

"It's an amazing team with the combined goal of providing brilliant and trustworthy financial advice."

Stacey Knott

Stacey Knott

Management Assistant

"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."

Melanie McDonald

Melanie McDonald

Employee Benefits & Payroll Administrator

"I love the company ethos and culture, the team connection is really strong and everyone is included on the journey to success."

Heather McAllister

Heather McAllister

Technical 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 Harwood

Joanna Harwood

Technical Administrator

"Everyone at Harding is kind, genuine and helpful, everyone has the client’s best interest at heart."

Lucy Thompson

Lucy Thompson

Office Administrator

"I can't express how supportive the team are and this is apparent with the level of care they provide to our clients."

Could this be you?

Could this be you?

We're recruiting!

We're always on the lookout for talented, energetic individuals to join our team.

Contact Us

Get in touch today

Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.

We look forward to hearing from you and being your financial partner.

01483 802010
[email protected]

Guildford Office:
The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE

London Office: c/o The Ministry, 79-81 Borough Rd, London, SE1 1DN