- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice and Practice
As a child, I remember asking my parents what “stocks” were, and why they were always on the news. Understandably, no one was quite able to provide answers!
I knew investments were important, why else would they be reported on the news every day?
Being fascinated by them, I grew up wanting to know everything! I had a strong desire to understand how their mechanics worked and to help other people use “stocks” in a meaningful and useful way.
I knew that my future was meant to be strongly connected with investments and financial planning. Fast forward 20 years, and here I am with a MSc Degree in Finance and securing my place in the industry.
What I love about Harding Financial
The way we do things!
Transparently, honestly and truly putting the client and their interests at the heart of what we do.
Talent flourishes here. I’ve never seen such a likeminded, cohesive, and talented team working together towards the same goal. The range of solutions and expertise is vast. 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 key aspect of my personal happiness.
At this stage, that means becoming a Chartered Financial Planner and doing my best to become one of the finest professionals in the industry.
At the weekend you’ll find me
Between playing tennis, studying for exams, exploring the south of England and Kitesurfing trips to Portugal, you might have to go a long way to find me!
Want to buy me lunch?
I am as picky with food as I am with my investment decisions!
However, you can never go wrong with good old fish & chips, or with any chicken salad wrap you can get hold of.
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."
Darren FaleyIndependent Financial Planner
"Our core belief is ‘How can we do things better for our clients?’ And I think that mantra is exceptional in our industry."
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."
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."
"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!"
"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."
"I love the team at Harding Financial, we're all forward thinking individuals who look for ways to improve and enhance the service delivered to clients."
Karin FagerholmTrainee Paraplanner
"Harding is a very progressive company with processes that evolve and develop as the business does - they are certainly a firm that embrace change and evolution."
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."
Annette LickfoldTechnical Administrator
"Personally, I always get a real buzz when helping the advisors create great solutions for our clients, especially the tricky cases."
"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
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.