Duarte Mauricio

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

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

About me

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 confident 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 one exam away from becoming a Chartered Financial Planner.

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 like-minded, cohesive, and talented team working together towards the best client outcomes. We confidently implement all kinds of financial planning 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. I really enjoy blending my analytical skills with aspects of non-verbal communication.

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 squash, 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.

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.

The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE