- 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 am excited to continue growing the business and developing additional services for our clients. I love learning and definitely want to continue with my studies, whether these be to achieve chartered status or further developing my skills in other areas of business.
At the weekend you’ll find me
Spending time with my wonderful husband and twins - we love the great outdoors so you might find us walking in the woods, building dens or charging around a park! When time allows I try to cook up a storm, squeeze in a gym workout and spend time reading a good book.
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."
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."
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."
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."