You need to know how we work, so that you know what to expect. We're committed to adding real and measurable value to your life, and we will optimise and manage your finances according to your precise needs. From our first meeting through to the ongoing management of your finances, you remain in control while we focus on your priorities.
Introductions
We place a huge importance on getting to know one another. Our initial meeting gives both parties the opportunity to ask questions, to fully understand your circumstances and personal objectives. We are happy to meet you at our offices, at your place of work, or your home - wherever is most convenient for you.
Initial Ideas Summary
Following our initial meeting, we will prepare and send you a summary of your overall financial situation using the information we have carefully gathered. You'll also receive our initial recommendations and fee for achieving your desired goals.
Financial Strategy
Our experienced Financial Planners and Paraplanners will conduct in-depth research and analysis across the whole financial market to create the most suitable strategy for you. This could be reviewing your pensions, creating a retirement plan, or developing a tax efficient investment strategy.
Implementation
Once you've reviewed and approved our financial report and are ready to implement your personalised strategy, we will produce the appropriate paperwork and ensure a smooth setup of the agreed recommendations.
Ongoing Advice
We are fully aware that our clients' priorities change and of course the weighting of assets can stray, occasionally moving out of line with your attitude to risk. We always strongly recommend that you continually review and monitor your investment and pension portfolios. Harding Financial prides itself on its continual service proposition, and we offer a structured ongoing review process. This is detailed in our advice and fee schedule.
Who will I be working with?
Meet the team
Contact Us
Get in touch today
Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.
We look forward to hearing from you and being your financial partner.