Financial Adviser & Company Director
Head of Compliance & Company Director
Practice Financial Adviser
Mortgage & Protection Adviser and Administration Executive
Head of Client Services
Client Services Executive
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Simon is the owner of the company along with his wife Sue. He is the principal adviser at Harridge Financial Services Ltd and it’s his job to meet with clients. He has vast knowledge on financial planning from years of experience in building solutions for clients’ pension, investment, insurance and mortgage needs. He will be able to assess your situation and provide a solution that is right for your individual needs. He has some clients that have been with him since he started out in the industry (in 1991) who still rely on him to advise on their investments.
To get in touch with Simon please call 07702137756 or email email@example.com
Sue and Simon have worked together since 2007 building the business from a quite small practice to the professional, somewhat larger business in front of you today. With a wealth of financial services experience behind her, Sue has worked incredibly hard to attain and keep the right talent in the business. Sue vets all candidates thoroughly to spot the right candidate for the company. Sue oversees all aspects of compliance in the business, ensuring that everyone meets the minimum quality standards of the company. All staff (administration and advisers alike) must adhere to the quality controls in place to protect clients and ensure that the advice is sound and fully justifiable. Sue has a great understanding of the administrative duties of all staff as she spent a great deal of time supporting Simon administratively before taking on further administrative staff.
To get in touch with Sue please call 07753937687 or email firstname.lastname@example.org
Tayler joined Harridge Financial Services in 2019, having previously worked for some large Financial Service providers, most recently Zurich. Tayler is fully licensed to give advice in all areas of financial planning. This allows him to advise holistically and look at the client’s full circumstances to advise in all need areas. Tayler is diploma qualified and continues to take responsibility for his own professional development by looking to further his professional qualifications and keeping up to date on developments in the industry. This desire to succeed is reflected in his determination to always do the right thing for his clients. Tayler lives close to the office and as such has built good relationships through structured networking in the surrounding area.
To get in touch with Tayler please call 07944558177 or email email@example.com
Fraser has over thirty years’ experience in financial services. Based in St. Helens, Fraser provides financial advice to clients residing predominantly in the Northwest of England. Fraser can assist you with every aspect of financial planning and his considerable knowledge and expertise ensures that your financial security is in safe hands. Whether you are buying your first home or retiring, Fraser can help to make your financial planning journey smooth and stress free.
To get in touch with Fraser please call 07785115657 or email firstname.lastname@example.org
Luc joined the company in October 2021 and has undergone a program that has enabled him to qualify as a financial adviser. A positive, professional, and dedicated member of the team, Luc has begun to thrive in the role of a financial adviser. Luc has recently finished a bachelor’s degree in Economics and has developed a clear understanding of the modern world of finance. Being from a younger generation of advisers, Luc has quickly developed a detailed understanding of computer programs and their value in financial planning.
To get in touch with Luc please call 07801272663 or email email@example.com
Cain joined Harridge Financial Services in 2020 and is the key adviser and administrator for Mortgages and Protection within the business.
Cain has several years of experience in the industry and is keen to help guide clients through the processes, whether they are purchasing a property, remortgaging or applying for insurance. Cain is also working towards obtaining his Diploma in Regulated Financial Planning.
To get in touch with Cain please call 07957555617 or email firstname.lastname@example.org
Ebonie joined us in 2018 and is working towards her Diploma in Regulated Financial Planning. Her main role within the practice is supporting our Financial Advisers ensuring that they have all of the information they need to give advice. This includes data gathering, liaising with clients and providers, and compiling reports. Ebonie ensures that the client journey is as hassle free as possible, ensuring that clients know what we are doing for them and are updated effectively.
Charlotte joined us in early 2023. Charlotte is responsible for liaising with clients, reporting on their investments and pensions and preparing information to support the advisers within the practice. Charlotte will be a point of contact for existing and prospective clients and on hand to assist with any queries. Charlotte will work with clients to ensure their experience runs as smoothly as possible.
Milo is a valued member of the team. He expects good quality belly rubs, the odd treat and a comfy place to sleep while everyone around him gets to work. Having Milo in the office helps to create an air of calm in a busy office and he is much loved by staff and clients who visit. Being a poodle, he is hypoallergenic meaning dog allergies aren’t a problem to any visitors as he sheds no fur.