Friendly, independent financial advice built around you
Based at Hagley Hall Mews in Worcestershire, we provide independent financial advice to individuals and families locally and across the UK.
As a family-run business, we believe good financial advice starts with taking the time to understand you, your circumstances and what you want to achieve.
About Us
Our Team
H
Harnack Sahota
Managing Director & Independent Financial Adviser
Harnack is Managing Director of Hagley Financial Planning and has over 30 years of experience in financial services.
Throughout his career, Harnack has built long-standing relationships with clients and their families, providing trusted financial advice through every stage of life. His approach has always been centred on understanding what matters most to each client and delivering clear, considered advice.
Having established a strong foundation for the business, Harnack is now working closely with his son, Vurun, as the next generation takes on an increasingly important role in the future of Hagley Financial Planning.
Harnack continues to advise clients, drawing on his extensive experience while supporting the ongoing development and long-term success of the firm.
V
Vurun Sahota
Director & Independent Financial Adviser
Vurun is a Director and Independent Financial Adviser at Hagley Financial Planning, with 10 years of experience in financial services.
Working alongside his father, Harnack, Vurun has become an integral part of the business and now takes a leading role in looking after the firm’s growing client base.
Vurun is passionate about building long-term relationships with clients, taking the time to understand their circumstances, priorities and future ambitions before providing clear, practical financial advice.
As the next generation of the family business, Vurun is helping shape the future of Hagley Financial Planning, combining the firm’s established values with a fresh, forward-thinking approach to financial advice.
W
Wendy Jarvis
Director & Paraplanner
Wendy brings more than 20 years of experience in financial services.
As an experienced Paraplanner, Wendy combines extensive industry knowledge with a friendly and approachable manner. She plays an important role in supporting our Financial Advisers, helping to research and prepare tailored financial planning recommendations to meet our clients’ individual needs and objectives.
J
Joanne Evans
Office Administrator
Joanne is our Office Administrator and plays an important role in the day-to-day running of the firm.
She supports both our advisers and clients, helping to ensure everything runs smoothly behind the scenes. Friendly, organised and approachable, Joanne is often one of the first points of contact for clients and is always happy to help with any queries.
Our approach
A family business with experience you can rely on
Together, our team brings decades of experience across financial planning, pensions, investments, protection and mortgages.
Just as importantly, we believe in building lasting relationships with the people we advise.
We are a family-run firm and want our clients to feel comfortable picking up the phone, asking questions and talking openly about their finances.
Our focus is simply on providing good advice and looking after our clients properly.
How we work
A simple, yet effective approach
1
You contact us — arrange an appointment by contacting us via phone or email.
2
We’ll meet — either by us coming to see you or you coming to us in our office in Hagley, where we’ll learn about you, your circumstances, your goals and your general outlook. By the conclusion of this first meeting (which is without charge), it will have been established whether or not we’re able to help you.
3
If we are able to help — the information you provided will be further assessed and a plan formulated to meet your specific needs. We’ll let you know the fee which would become applicable, enabling you to make an informed decision on whether to proceed.
4
You decide whether to proceed (or not). Should you go ahead, we work on putting everything into action for you. From here on, you’re a client — our involvement can be as in-depth or as remote as you wish. We do like to review the plans at least annually.
Have a question you’d like to ask?
Please feel free to contact us. We’re happy to help where we can.