- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Mortgage Advice and Practice
I graduated from Loughborough University in 2013 with a degree in Geography & Sports Science. Following this and realising I enjoyed playing sport but didn’t necessarily want to pursue a career in it, I joined a UK retail bank on their graduate scheme. After spending a few years there progressing through the ranks I joined a stockbroking firm in the City where I predominantly worked as a Paraplanner and continued my qualifications and training to become an adviser. I am excited to now be embarking on my advising career at Harding Financial.
What I love about Harding Financial
I really like the culture we have at Harding Financial, we work together to make sure we are doing the best for our clients. I genuinely believe that everyone here is working together to best understand our clients' circumstances and objectives, whilst utilising our expertise to develop tailored financial solutions for each of them.
As I look towards the future
I am very excited to be providing personalised financial advice across a range of areas. In particular I am looking forward to building strong, lasting relationships with clients whilst providing them with pragmatic solutions to help them meet their goals. Furthermore, I am very focused on self-development so I am keen to continue my studies towards the Advanced Diploma in Financial Planning and obtaining Chartered status.
At the weekend you’ll find me
Outside of work, you will most likely find me playing (or at least attempting to play) some form of sport with friends! And if not you may find me enjoying a cold beer with them at the local pub whilst watching the football. I am also originally from Dorset so I often plan a weekend trip back home to the seaside where I can catch up with my family and friends.
Want to buy me lunch?
Thanks – A Pub Burger would be lovely!
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."
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.