Karen Harding Director of Harding Wealth Management Ltd has 19 years experience in financial services, and is a Chartered Financial Planner and STEP 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.
The passion and purpose of Harding Wealth Management Ltd is to provide the highest level of independent financial advice to personal and corporate clients, to help them acheive their financial objectives.
- 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 Harding is reliable and well versed with our family profile and personal circumstances, taking trouble to watch our investment with changes where necessary and relaxed and engaging during consultations.’