- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice and Practice
- Certificate in Regulated Equity Release
- Certificate in Long Term Care Insurance
I have been in the industry for nearly twenty years and have a wide breadth of experience in development, training, risk and senior management of financial services operations. I have been involved in helping both small and large firms move their business forward, improving the services they provide to their clients and ensuring the firms perform to the highest standards of compliance and regulation.
My role before moving to Harding Financial was as a Business Risk Consultant for a large compliance consultancy who looked after just under 1,000 financial advisory and DFM firms. The benefit of working as a consultant across a wide range of firms is you get to see the very best and the very worst in the financial services industry. I first came across Harding Financial when a colleague was changing roles and needed to move some of her clients to other risk consultants. Her exact words to me were “here’s a firm you are going to love, these guys don’t half do the job well”. My goodness she was right! Talk about standing out of the crowd. So when Alex approached me to join the firm, how could I have said no?!
What I love about Harding Financial
The culture of wanting to get it right and the happy energetic can do attitude of the people who work here. 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. I am delighted to be working with cheery professionals, who strive to look for the best outcome for their clients. The thought and planning put into every piece of advice given to each client is phenomenal.
As I look towards the future
I see Harding Financial continuing to provide exceptional service to our clients, and expanding those services as the business continues to grow. With an exceptional entrepreneur like Alex at the helm, backed by the high quality Directors and employees that Harding has, I can see nothing but a bright future for our clients and our team.
At the weekends you’ll find me
With my other half, sometimes with our friends and family doing anything and everything! Weekends away, holidays, days out, having everyone around to ours. Whatever it is as long as we are laughing we are happy and content.
Want to buy me lunch?
Just a salad for me …who am I kidding?! Chicken, Bacon, avocado and lettuce with mayo in a wrap 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."
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."
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."
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."
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.