Financial advice for every stage of life

Whether you are planning for retirement, investing for the future, protecting your family or arranging a mortgage, we’re here to help.

As independent financial advisers, we take the time to understand what matters to you before providing clear, practical advice tailored to your circumstances.

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Our Business

A family-run independent financial planning firm, built on experience, trust and long-term relationships.

Our Advice

Independent whole of market advice across pensions, investments, retirement, protection, estate planning and mortgages.

Our Approach

We listen first. Then we help you understand your options and put together a financial plan designed around your life and your goals.

Financial Advice

Financial advice for your future

Plan for the retirement you want
Invest for your future
Protect yourself and your family
Make the most of your savings
Plan how your wealth could pass to future generations

Mortgage Advice

Mortgage advice for you to be at home with

Arrange appointment times to suit you
Ways to build and increase your deposit
Access to the most suitable rates from the whole market
Correct preparation of your application is key
When your rate deal ends, help to remortgage

Have a question you’d like to ask?

Please feel free to contact us. We’re happy to help where we can.

Testimonials

Kind words from clients we’ve helped

A selection of testimonials from new and existing customers we’ve provided individual financial advice — helping them plan for the future and improve their current finances.

    
 
 
       Posted on Google  
   
   Colin Perry 
 
 
 
 Trustindex verifies that the original source of the review is Google. Personal & friendly service.
Excellent advice.
Highly recommend.
  
 
      Posted on Google  
   
   Dave Green 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very good efficient service & excellent advice
  
 
      Posted on Google  
   
   Georgina Willison 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recently moved house and needed a new mortgage. Vurun provided an excellent service, finding us the best deal as well as being very patient and accommodating when it came to all our questions! Our case was quite complex since we’re both self employed but it was no problem for Vurun. Highly recommend!
  
 
      Posted on Google  
   
   Sue H 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have always received an excellent service,  and advice,  from both Harnack and now Vurun - friendly, patient and efficient. Always available when contacted and always a quick response to queries.
  
 
      Posted on Google  
   
   James Porter 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Hagley Financial Planning for 20+ years , I am now 80 and looking back  over the last years , the decision to ask Harnack and Vurun to look after my pension funds and SIPP was one one the best decisions that I ever made. Hagley Financial are an extremely competent organisation and I would have no hesitation in recommending them to any prospective clients
JP
  
 
      Posted on Google  
   
   Chloe Thomason 
 
 
 
 Trustindex verifies that the original source of the review is Google. Cannot fault my experience with Vurun, he is very efficient and very patient. Would 100% recommend
  
 
      Posted on Google  
   
   Jodie Mohan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Would highly recommend! We had Vurun as our financial advisor and I don't think we could have done it so smoothly without him. Clear, helpful, great replies just 10/10 experience all around. Really looked after us and made our first mortgage/ home buying experience as good as possible
  
 
      Posted on Google  
   
   Glenn Bowen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thank you Harnack and the team for the years you have looked after us. Highly recommend.

Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice should there not be a procurement fee from the lender. The actual amount you pay will depend upon your circumstances and you will know in advance of the application. Our typical fee is 0.5% of the amount borrowed.

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Let’s plan for the future you want

Whether you are thinking about retirement, investing, protecting your family or simply getting your finances organised, we’ll help you understand your options and create a clear plan for the years ahead.