- Diploma for Financial Advisers
- Equity Release (ER1)
- Mortgage Advice (CF6)
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 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."
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."