Harding Financial Ltd

Description We are a firm of independent financial planners based in Guildford. As a company we are passionate about providing clients with high quality, clear, understandable and trustworthy financial advice. We love to really understand our clients' goals, dreams and wishes for their future, so we can help build a visual financial plan to support this. We provide advice on a wide variety of areas, which include; pensions, investments, protection, inheritance tax planning, mortgages and long term care. Approach Our in-house investment committee build a range of portfolios for our clients. They select the funds for these portfolios by working to a strict criteria. This takes into account areas such as the fund's size, how long it's been running and the risk it's been taking to achieve its performance. Once we have a shortlist of funds meeting our criteria we will then look to favour those working to a 'sustainable' remit when selecting for our portfolios. With the range of 'sustainable' funds increasing all the time, the days of losing significant returns for investing with a sustainable approach are in the past! For clients with particular ethical investment preferences we create custom built portfolios to meet these. The team at Harding are keen to support out clients in making a positive difference to the world we live in.