George Lee

Independent 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..”

01483 80 20 10
[email protected]

George Lee

Qualifications:

  • Diploma in Regulated Financial Planning
  • Certificate in Long Term Care
  • Certificate in Climate Risk
  • Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice & Dealing

About me

I studied Economics & Politics at Bristol University and on leaving joined a local Financial Advisory firm in 2015. I worked in various departments during my time there, supporting clients with their financial plans.

I also completed the Diploma in Regulated Financial Planning as well as various additional qualifications. I thrive on learning and enhancing my technical knowledge and as such I'm currently working to complete my Advanced Diploma which I hope to have finished by the end of 2023. This will grant me Chartered status from our industry body, the Chartered Institute of Insurance (CII).

What I love about Harding Financial

Everybody has been so friendly since I joined the company! 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, working together to ensure our clients are really satisfied with our services.

As I look towards the future

I hope to achieve Chartered status in 2023 and will then continue my studies until I reach Fellowship. I am keen to further my knowledge and understanding of the industry wherever possible and I’m sure this will lead to more exams in different areas down the line!

At the weekend you'll find me

I have a Liverpool FC season ticket and am regularly at Anfield over the weekend. Keep an eye out for me on the TV! More locally I enjoy playing golf and spending time at the riding stables where we keep our horse called Buddy.

Want to buy me lunch?

Just a sandwich but no lettuce please!

Our team
Alex Simpson

Alex Simpson

Managing 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 Wass

Gemma Wass

Associate 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 Sussat

Oli Sussat

Chief Technology & Information Officer

"I’m really enjoying using technology and information to help better what we do for you, our client."

Charlotte McCrosson

Charlotte McCrosson

Quality & Excellence Specialist

"There is a great culture here, where everyone wants to work together and help each other out. We want to do things in a modern way which is refreshing in the industry!"

Tanya Birnie

Tanya Birnie

Head of Corporate Advice & Payroll

"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."

Matthew Ellis

Matthew Ellis

Head of Financial Planning / Independent 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."

Oliver Chew

Oliver Chew

Chartered 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 Tailford

Callum Tailford

Chartered 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 Mauricio

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."

Arabella Symons

Arabella Symons

Independent 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 Leete

Annie Leete

Independent 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."

Charlie Walker

Charlie Walker

Head of Paraplanning & Administration

"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."

Helen Monteith

Helen Monteith

Paraplanning Team Leader

"I truly believe Harding Financial set the gold standard for financial advice by always going the extra mile and looking to support clients in any way that they can."

Anna Penfold

Anna Penfold

Technical 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 Bromwich

Emma Bromwich

Technical 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."

Elliot Lloyd

Elliot Lloyd

Trainee Paraplanner

"Harding Financial harness technology to enhance all aspects of our business and provide clients with a unique experience."

Stacey Knott

Stacey Knott

Management Assistant

"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."

Melanie McDonald

Melanie McDonald

Employee Benefits & Payroll Administrator

"I love the company ethos and culture, the team connection is really strong and everyone is included on the journey to success."

Heather McAllister

Heather McAllister

Technical 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 Harwood

Joanna Harwood

Technical Administrator

"Everyone at Harding is kind, genuine and helpful, everyone has the client’s best interest at heart."

Millie Day

Millie Day

Administrator

"It has been a pleasure joining a team of such welcoming and supportive people."

Heath Marker

Heath Marker

Administrator

"It's an amazing team with the combined goal of providing brilliant and trustworthy financial advice."

Lucy Thompson

Lucy Thompson

Office Administrator

"I can't express how supportive the team are and this is apparent with the level of care they provide to our clients."

Could this be you?

Could this be you?

We're recruiting!

We're always on the lookout for talented, energetic individuals to join our team.

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.

01483 802010
[email protected]

The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE