- 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 Davies-CousinsHead of Risk and Development
"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."
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."
Duarte MauricioIndependent Financial Planner
"Talent flourishes here. I’ve never seen such a likeminded, cohesive, and talented team working together towards the best client outcomes."
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."
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."
Callum TailfordParaplanning Manager
"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."
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."
Charlotte McCrossonTechnical 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!"
"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."
"Everyone supports each other and works towards the same goal of providing the best possible service for our clients."
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."
Jo BrooksExecutive Assistant
"It is very refreshing to work in such a great culture, where everyone is genuinely working towards the same goal of delivering the best possible service to our clients."
Heather McAllisterDealing Administrator
"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!"
Matthew RobertsonProject Support Administrator
"Everything that Harding does looks to improve people’s experience, and everyone is prepared to go the extra mile to help."