Harding Financial Ltd

Independent Financial Adviser PM House, Riverway Estate, Peasmarsh, Guildford, Surrey, GU3 1LZ
FCA verified
10th September 2018
We can advise you on
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Group protection
    • Taxation planning
Meet our advisers
adviser-person
David Miles FCII
adviser-person
Alex Simpson BSc (Hons) CeFA DipFA
adviser-person
Colin Chalker Dip.PFS
adviser-person
Jim Munro
Independent Financial Adviser
Where to find us

PM House, Riverway Estate, Peasmarsh, Guildford, Surrey, GU3 1LZ

About us

Harding Financial specialises in giving whole of market financial advice on investments, pensions (pre and post retirement), protection and inheritance tax planning to retail clients.

Along with our personal clients, we have a large corporate client bank for which we are currently implementing the new government auto-enrollment pension schemes. For our corporate clients we advise on group personal pensions, income protection, shareholder protection and keyman insurance.

Our services

Rather than outsourcing our investment proposition, we believe that it is the adviser's role to make sure that a client's portfolio is allocated in-line with their attitude to risk throughout their investment term and therefore we aim to keep on-going charges to a minimum in order to maximise investment performance. Therefore we actively manage client's investment portfolios and constantly monitor them to make sure that their asset allocation matches their attitude to risk.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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