About Us
based in Hagley Mews, Worcestershire, providing financial advisory and wealth management services
to an expanding local, regional & national client base
About Us
The managing director of Hagley Financial Planning Ltd is Harnack Sahota who is Fully Qualified to deal in all areas of Financial Advice.
With over 30 years of experience as an Independent Financial Adviser, he has been running his own business since 1999.
With a wide-ranging and long-standing knowledge of the industry, Harnack is able to offer astute, objective and constructive advice to those he meets seeking advice whilst being genuinely interested to hear about their lives.
Wendy Jarvis runs the office, supports the team and has over 20 years of industry experience. Also known as a ‘Para Planner’; she writes reports, researches, and helps formulate ideas. Wendy is also fully qualified as a Financial Adviser and Pension Transfer Specialist.
Vurun Sahota is our Mortgage and Protection Adviser, helping people to buy and protect their homes. He too is also a Qualified Financial Adviser.
Alison Prior most recently joined the team bringing with her over 25 years of experience as a financial adviser.
With individual experiences combined Hagley FInanical Planning currently has in excess of 75+ years of experience, helping and assisting clients with their personal finances including wealth management for our most affluent clients.
With contrasting approaches and individual skills combined, Harnack, Wendy, Vurun & Alison make a good team in formulating robust financial advice for all life stages, whilst maintaining the traditional values of a family business.
Our team is friendly, knowledgeable and helpful. We do not have sales targets or advertising budgets, instead, we rely on our ability to do an excellent job to keep our existing clients happy.
Testimonials
“Vurun sorted my remortgage out very quickly and kept me informed throughout the whole process. I would recommend him to anyone that needs help with a mortgage”
Mark
“My wife and I decided that we wanted to move to a bigger house. We contacted Hagley Financial Planning and Vurun guided us from our first conversation all the way up until it was time to move in. I wouldn’t use anyone else except for these guys”
Daniel
“I needed a remortgage and the first person that was recommended to me was Vurun Sahota. From the first contact with him, I felt comfortable that he was going to do a great job and I wasn’t wrong. Thank you Vurun”
Sarbjit
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