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Karen Harding

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Karen Harding
FPFS Chartered Financial Planner
Independent Financial Adviser

Karen Harding Director of Harding Wealth Management Ltd has 18 years experience in financial services, and is a Chartered Financial Planner, STEP Affiliate member, Resolution Affiliate member. Chartered Financial Planner remains today’s “gold standard” of excellence and integrity. The advice, service and ongoing support they provide for clients must be of the highest quality and based on the client’s researched needs. This is demonstrated by a commitment to continuing professional development requirements, including adhering to the Personal Finance Society PFS, Code of Ethics. Harding Wealth Management Ltd is a member of SIFA and listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

The passion and purpose of Harding Wealth Management Ltd is to provide the highest level of independent financial advice to clients.

  • Taking time to understand your individual planning requirements, and advising you on the most appropriate solution to meet your specific needs.
  • Reviewing and adjusting plans to ensure that they continue to meet your objectives over time and through life changes.
  • Maintaining high standards of service and regular contact.

Investment – Securing your financial future

  • Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Defined contribution pension money – Helping you with the choices

  • Following changes introduced in April 2015, if you’re 55 or over , you now have more choice and flexibility than ever before over, how and when you can take money from your defined contribution pension pot.

Estate Planning – Securing more wealth for your loved ones

Protection – Securing the people and things that matter most

Phone: 07734 205 237  E-mail:

https://thepfs.org/membership/findanadviser under post code GU22 9LN

 

‘Karen is extremely professional and also very thoughtful. She takes the initiative in setting up our review meetings, she is proactive in keeping us informed.’

‘Karen Harding is a personable and dependable adviser and her strong professional sense, combined with natural interpersonal skills engender client confidence which is also increased by her availability to discuss relevant financial issues at all times.’

‘Karen was extremely straightforward, professional and thorough. She has been a pleasure to work with.’