Professionally
Harriet is an Associate Financial Planner, providing technical support to our Financial Planners and support team. She previously worked for a small boutique firm and has been in the financial planning profession since 2015.
Harriet holds the Advanced Diploma in Financial Planning and the Certified Financial Planner qualifications. She is chartered under the Chartered Insurance Institute and Chartered Institute for Securities & Investment.
Harriet enjoys working out the technical detail of financial plans then translating it into something that is clear and easy to understand for clients.
Personally
Outside of work Harriet enjoys cooking and loves hosting dinners for family and friends. She enjoys salsa dancing, climbing and learning languages. A lover of the great outdoors, Harriet often spends holidays hiking in the British countryside.
