- Bachelor of Arts Honours Degree in Business Studies
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice and Practice
- Certificate in Regulated Equity Release
- Certificate in Long Term Care Insurance
Since graduating in 2006 from Bournemouth University with a degree in Business Studies, I have always been focused on providing high levels of customer service. I initially worked for a boutique recruitment company managing close relationships with candidates and large blue-chip organisations. From there my career developed into the financial services industry working for large insurance companies in Regional Business Consultant roles.
I built a number of strong relationships in my previous roles with a broad selection of other local financial advisers and decided to join Harding Financial because I could see a fantastic opportunity to change the face of financial advice. The company's passion and motivation to do the absolute best by clients appealed hugely to me and I was so excited to be offered the role of Client Relationship Manager in December 2012.
As of January 2015, I took on the role of Independent Financial Planner and in January 2017 moved into the position of Associate Director.
I feel totally passionate about providing clients with a first class service experience.
What I love about Harding Financial
The energy, drive and motivation of the team - we’re all working towards the same goal - trying to get the best for our wonderful clients. Every day we are looking at ways to develop and improve our offering and as a team we are driven and motivated.
As I look towards the future
I have started working towards my Chartered qualifications this year, and I am aiming to achieve chartered status in the next couple of years. I would also really like to complete my STEP (Society of Trust and Estate Planning) qualification in the next few years.
At the weekend you’ll find me
Spending time with my wonderful husband, family and friends! You might also find me with my head in a textbook revising for one of the (many) exams I am taking. Oh…and we’re also doing our house up! In my free time (haha) you’ll find me cooking up a storm, or if I’m feeling active it’ll be pilates, walking, or the gym.
Want to buy me lunch?
Fabulous! I’ll take chicken, bacon, & avocado with loads of mayo please!
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."
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."
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.