As specialists in UK Pension transfer advice we are committed to ensuring that you receive the most appropriate advice for your own particular circumstances. We deliver our advice through an unequalled combination of relevant UK and Australian experience and qualifications.
Having spent the majority of his career as a Financial Adviser in the City Of London, Simon delivers the highest levels of integrity, professionalism, and attention to detail that working in the world’s financial capital demands.
Harding Wealth Management is a boutique financial planning practice based in Willunga, in the heart of the McLaren Vale wine region. Being a boutique practice enables us to totally focus on your best interests to ensure we can achieve your goals and objectives.
We deliver a highly personalised advice service that is centred around you and your outcomes. When forming the company we made the decision to use our family name in the title. This was designed to demonstrate our commitment to reputational excellence and to create comfort and reassurance for all of our clients.
Combining the highest levels of financial planner awards and qualifications, extensive experience and a deeply ethical stance to financial advice, we believe we are able to deliver the quality of advice and service levels that you should demand.
We work with our clients to establish and achieve their own specific financial aims and aspirations. We do this through the creation, implementation, and review of tailored financial strategies.
The service we provide incorporates all aspects of your financial life to ensure they work together and enhance your financial position. We work closely with you to develop and implement a plan designed to build, enhance and protect your wealth.
While our experience and technical expertise cover all relevant financial products and planning areas, it’s how we select and combine these that deliver the most value to our clients. This process starts with us asking lots of questions and finding out what’s important to you.
We believe it is vital to demonstrate our integrity by voluntarily signing up to a Code of Ethics. We take this code very seriously and all staff members are made aware of their obligations under it. Please refer to our ethical position for more detail.
As Authorised Representatives of HNW Planning (ASIC 225216) we are part of an Australian Financial Services Licensee (AFSL) group with over 50 regulated advisers. HNW Planning has UK Pension transfer specialists permanently located in regional NSW, Melbourne, and Perth, as well as our own presence in Adelaide and Brisbane. No other group can genuinely boast such a national coverage.