Harj Heer

Director

Harj is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is qualified to advise on all aspect of financial planning, including pension transfers and, as a Later Life Accredited Adviser, he can also advise on care fees planning.

In February 2020 we were delighted to discover that Harj had been included in VouchedFor’s “2020 Guide to the UK’s Top Rated Financial Advisers”

What the team says:

“We know Harj as ‘the expert’ because he has the skills and expertise required for whatever is thrown at him. We have a great deal of trust and confidence in him.”

What Harj says:

“I still get a buzz out of just sitting down with clients, getting them to focus first and foremost on themselves and the life they want, rather than numbers, before developing financial recommendations that allow those goals to be achieved.”

What his clients say:

“With Harj’s guidance and personal care I always have full confidence in dealing with my finances.”

“I have found him to be someone that thinks outside the box and comes up with a solution.”