Katie O'Neill

Paraplanner

Every­one sup­ports each oth­er and works towards the same goal of pro­vid­ing the best pos­si­ble ser­vice for our clients.”

01483 80 20 10
[email protected]

Katie O'Neill

Qualifications

  • Bachelor of Science Honours Degree in Finance and Investment Analysis at Ulster University
  • Diploma in Regulated Financial Planning

About me

I began my financial services career in Belfast after I graduated from Ulster University with a degree in Finance and Investment Analysis. I worked for a family run Wealth Management firm for four years where I obtained the Diploma in Regulated Financial Planning. I am excited to become a part of the dynamic, vibrant team at Harding.

What I love about Harding Financial

It has to be the team. Each person is incredibly knowledgeable, talented and friendly. The culture here is fantastic, a place where forward thinking is encouraged and the clients are at the centre of everything we do. Everyone supports each other and works towards the same goal of providing the best possible service for our clients.

As I look towards the future

I am really looking forward to developing and progressing my career here at Harding and will continue my studies to become a Chartered Financial Planner.

At the weekend you'll find me

Catching up with my family and friends and walking (spoiling) my dog Alfie. I also enjoy cooking and the odd bit of retail therapy!

Want to buy me lunch?

A chicken Caesar salad would be lovely, thank you!

Contact Us

Get in touch today

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We look forward to hearing from you and being your financial partner.

The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE