- Financial Planning Certificate
The world of corporate advice and employee benefits is where my forte lies. I have over thirty years' experience in this sector – the last fifteen of which were spent with a large employee benefits consultancy in London.
Whilst I love to attend client meetings in London, the daily commute had become a grind and I was looking to find a home with like minded people – people who work hard to understand their clients, people who go above and beyond, people who, put simply, care!
Being given the opportunity to work alongside a great team of Wealth Managers means that I will be able to offer a truly holistic and fully rounded service to corporate clients – something that I firmly believe is of great value to both employers and employees alike.
What I love about Harding Financial
What a great bunch of people! After so long in the industry it is so refreshing to find people that truly care about the long-term future of their clients.
As I look towards the future
There is always more to learn, new clients to meet and challenges to solve!
At the weekend you’ll find me
Getting out and about and travelling when I can, particularly following our nation’s sports teams! Having been to the Ukraine, Brazil, France and now Russia to name but a few. A trip down-under for the Ashes would be my perfect holiday!
Want to buy me lunch?
I’d love to say salad, but the reality is that I will almost always go with something far less healthy!
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 / Independent Financial Planner
"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."
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."
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."
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."
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."
Anna BallantineParaplanning 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."
"There is so much opportunity here at Harding to develop which I hope to take full advantage of."
"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.