Team Experience Counts
time and unique experiences of team individuals working in financial planning equate to 75+years,
helps us to seek on our client’s behalf, best-fit routes towards building a rewarding future
The Team
Our team is friendly, knowledgeable, helpful, easily accessible and extremely approachable.
They have no sales targets to meet or advertising budgets to utilise. Instead, our reliance is on ensuring existing and new clients are assured via our ability to do a good job.
Harnack Sahota
Director
likes to meet people and is genuinely interested to hear about their lives. With a wide-ranging long-standing knowledge of the industry, is able to offer astute, objective and constructive advice.
Wendy Jarvis
Para Planner
carries out research and helps formulate ideas. She is also fully qualified as a financial adviser and pension transfer specialist
Vurun Sahota
Mortgage Adviser
our mortgage and protection adviser, helps people to buy and protect their homes. He is also our office support, helping with the administration
Alison Prior
Financial Adviser
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Like to Arrange an Appointment
Remember, that we can either come to you, or you can come to us so that it can be ascertained how and if we can help plan your financial future