- Diploma for Financial Advisers
I became interested in a career in financial advice as I wanted to be able to build long-term professional relationships that could help people achieve their goals and aspirations. I joined one of the UK’s largest retail banks as a Personal Banker working my way through the ranks to becoming a Senior Financial Planning Manager, before joining Harding.
I am excited to be one of the Harding team due to the passion they have for helping their clients. I feel that their systems and my wonderful experienced collegaues will allow me to offer an even greater service to my clients.
What I love about Harding Financial
I love that everything we do always has the client at the centre of it. The ethos shared by everyone in the team makes what we are building here such an exciting proposition to be part of. We are constantly asking “Is what we are doing the best thing for the client”? “How can we keep improving”?
As I look towards the future
My first goal is to build strong relationships with my clients and help them achieve their goals.
On a personal basis, I will be continuing with my studies towards achieving my Chartered status.
At the weekend you’ll find me
I usually spend my weekends walking my dog, Buddy. I live in Cranleigh and we are spoilt with some excellent walks all around the area. Alternatively, I’ll be out with family and friends which will usually involve a trip to the cinema or eating at a restaurant or pub!
Want to buy me lunch?
A steak sandwich would be perfect, thanks!
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."
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."
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."
"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!"
"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."
"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."
Karin FagerholmTrainee Paraplanner
"Harding is a very progressive company with processes that evolve and develop as the business does - they are certainly a firm that embrace change and evolution."
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."
Annette LickfoldTechnical Administrator
"Personally, I always get a real buzz when helping the advisors create great solutions for our clients, especially the tricky cases."
"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
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.