- Diploma in Regulated Financial Planning
- Mortgage Advice and Practice (CF6)
- Discretionary Investment Management (J10)
- Equity Release (ER1)
I grew up, fascinated by the complexity of investment instruments, and wanting to know everything! I had a strong desire to understand how their mechanics worked and how I could help other people to use investments in a meaningful 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.
People say I'm very analytical, but easy to connect with at the same time.
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 be one of the finest professionals in the industry.
At the weekend you’ll find me
Between playing squash, studying for exams, mountain biking, and exploring Europe, 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 Italian dishes, 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
"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."
Oli SussatChief Technology & Information Officer
"I’m really enjoying using technology and information to help better what we do for you, our client."
Matthew EllisHead of Financial Planning
"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 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."
Callum TailfordChartered 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."
Joshua RourkeIndependent Financial Planner
"I love that everything we do always has the client at the centre of it."
Arabella SymonsIndependent Financial Planner
"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."
Annie LeeteIndependent 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."
George LeeIndependent 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.."
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."
Tanya BirnieCorporate Benefits Assistant
"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."
Charlie WalkerHead of Paraplanning
"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."
Charlotte McCrossonTechnical Paraplanner & Paraplanning Team Leader
"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!"
Anna PenfoldTechnical 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 BromwichTechnical 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."
Sue DerbyshireTechnical Paraplanner
"The team here at Harding are dedicated to giving the best service possible to each and every client and their caring and thorough approach is the reason I was so drawn to working here."
"The company is very process driven and each individual works towards the same common goal of providing first class service to our clients"
Stacey KnottHead of Administration
"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."
Heather McAllisterTechnical 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 HarwoodTechnical Administrator
"Everyone at Harding is kind, genuine and helpful, everyone has the client’s best interest at heart."
"It has been a pleasure joining a team of such welcoming and supportive people."