Our Advisers
Our team of advisers consist of the following:
Anthony Harding CFP, Managing Director, is one of the elite Certified Financial Planners and for twelve years was a Director of the Institute of Financial Planning. He chairs the Institute’s Central Southern and Thames Valley branches. He occasionally contributes articles to the financial press.
Andrew Curtis MA CFP FSI AIFP Cert PFS has 25 years’ experience in investment, financial planning and private banking, most recently as a Private Banker with Coutts & Co. He too is one of the elite Certified Financial Planners; he is also a Fellow of the Securities & Investment Institute, and he holds the Certificate of the Personal Finance Society.
Vic Harvey has spent 30 years in financial services - prior to joining Anthony he was joint Managing Director of Financial and Investments Advisory Services Limited. He also managed the financial services operation of the Winchester branch of the Country Gentlemen’s Association (CGA).
They are supported by the other members of our dedicated client team:
Suzanne Churcher is Office Manager and Personal Assistant to Anthony, coming from a secretarial/administration background she has many years of experience in running branches of both banks and building societies and working closely with both clients and management. More recently she was involved with a public relations company in London dealing with marketing and client services.
Fenella Harbach, our administrator, has a background in banking and customer services.