- Bachelor of Arts Honours Degree in Politics
- Chartered Member of the Chartered Insurance Institute (CII)
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Long Term Care Insurance
On leaving Sheffield University in 2005 with a degree in Politics, I started working for a large insurance company. This sparked my interest in financial services, and I was given the opportunity of studying for the financial planning exams with the Chartered Insurance Institute (CII). During my time with the company I worked in the Endowment Complaints team which meant I learnt a bit about how to solve tricky client situations!
I made the move south to London in 2007 and joined a financial planning practice, from there moving to a software company that developed software for use by financial planners. Realising software wasn’t quite my forte, I moved back into financial planning in 2009, joining a practice in Central London. The company offered a range of finance-related services, but my core strengths and experience continued to be in holistic UK financial planning, looking after the financial affairs of a group of clients and their families.
My wife and I moved to Surrey in 2017, first with one and now with two young sons. I decided that cutting out the commute, and perhaps the complexity of a large, international finance firm was in my interests, and found Harding Financial, which has been a superb move for me.
What I love about Harding Financial
It has to be the team. Everyone is friendly, committed to great client service and – most importantly – doing the right thing by each other and our clients. It is a pleasure to come into work every day and be part of that culture.
As I look towards the future
I have a few more qualifications to get under my belt, specifically in Long Term Care planning and possibly mortgages and equity release. Otherwise it is just developing my client base at Harding Financial, striving to offer the best possible service and advice, and keeping up with the ever changing legislation and economic environment.
At the weekend you'll find me
Chasing two young sons; it starts with rugby training (for two year olds – chaos) and moves through swimming, visiting farms, playgrounds and seeing family and friends around the country. We love to get away to the south coast or the Lake District, and if time ever happens to allow again, I’d love to get back into running, tennis, golf and skiing – here’s hoping!
Want to buy me lunch?
You can’t beat a good ham and cheese toastie!
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."
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."
Joshua RourkeIndependent Financial Planner
We are constantly asking “Is what we are doing the best thing for the client”? “How can we keep improving”?
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."
"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."
"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
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We look forward to hearing from you and being your financial partner.