- Diploma in Regulated Financial Planning
My experience in the financial services industry now exceeds twenty five years, having started when I secured my first job for a large insurance company in Leicester in the late 1980s. I gained experience working for insurance providers initially and my product knowledge grew over time, but my heart was set on working for a firm of independent financial advisers where I could work directly with clients.An opportunity arose when I was made redundant due to my branch closure and I never looked back. I joined a reputable firm of independent financial advisers in Leicester city centre and gained the Chartered Insurance Institute financial planning exams. My role developed from administrator to
paraplanner as I spent the majority of my time putting my knowledge into practice, researching and writing bespoke recommendation reports for clients.
When my family came along, I decided it was time to fulfil a lifelong dream and I left Leicester for Lincolnshire to buy a rural village Post Office! I was
subpostmaster for ten years and loved being at the centre of the community and having lots of contact with people. I gained even more financial knowledge
being self-employed and running my own business. It was the most amazing experience and one I do not regret.
A change of events brought me to Fleet, where I returned to financial services and joined a local independent firm. There had been many changes over ten
years! The financial planning exams had been updated, so I successfully sat all the additional exams needed to give me the Diploma in Financial Planning. After a short period, I moved into the paraplanning team where I knew I could put my love of number crunching and problem solving back into good use, writing recommendation reports for clients.
I am so excited to have joined the paraplanning team at Harding Financial in May 2023 and look forward to using my experience and knowledge to help clients achieve their long term goals and objectives.
What I love about Harding Financial
The team here at Harding are dedicated to giving the best service possible to each and every client and their caring and thorough approach is the reason I was so drawn to working here.
As I look towards the future
I plan to take additional specialised exams which are relevant to the areas of advice provided here at Harding and this will further improve my knowledge and
experience and add value to the team.
At the weekend you’ll find me
You’ll find me attending weird and wonderful workshops where I can create something different like a wicker chicken or a fused glass lantern! Otherwise, I’ll be out in the garden, doing DIY, hiding away with a good book or socialising with my friends and family.
Want to buy me lunch?
Literally anything that includes mushrooms really! If you’re passing my favourite tea room in Leicester, I’d love a homemade mushroom, coleslaw and cashew nut toasted sandwich 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
"Every day we look at ways of improving our services, and I'd say as a team we are driven and highly motivated."
Oli SussatChief Technology & Information Officer
"I’m really enjoying using technology and information to help better what we do for you, our client."
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."
Callum TailfordChartered Independent Financial Planner
"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."
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."
Joshua RourkeIndependent Financial Planner
"I love that everything we do always has the client at the centre of it."
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."
Annie LeeteIndependent Financial Planner
"The care with which everyone looks after their clients and the skills and expertise of the entire team sets Harding apart from other firms."
George LeeIndependent Financial Planner
"It is clear to me that Harding Financial is a team of like-minded people who strive for the best client outcomes on a daily basis.."
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."
Tanya BirnieCorporate Benefits Assistant
"Working for a company who value everyone at every level equally, and treat you like a person instead of a number is refreshing, and I’m looking forward to my future with them."
Charlie WalkerHead of Paraplanning
"Harding is a unique and great place to work, as delivering a positive client experience and outcome is the main aim and priority set by every single one of us."
Charlotte McCrossonTechnical Paraplanner & Paraplanning Team Leader
"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!"
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."
Emma BromwichTechnical Paraplanner
"All of the team strive for the highest standard they can achieve in their work and have very high levels of knowledge which is a great combination for success."
"The company is very process driven and each individual works towards the same common goal of providing first class service to our clients"
Stacey KnottHead of Administration
"I believe the road will take you wherever you’re meant to go, and I’m looking forward to seeing what the future holds."
Heather McAllisterTechnical Administrator & Administration Team Leader
"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!"
Joanna HarwoodTechnical Administrator
"Everyone at Harding is kind, genuine and helpful, everyone has the client’s best interest at heart."
"It has been a pleasure joining a team of such welcoming and supportive people."