Harjeet Heer
Director
Harjeet is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is qualified to advise on all aspect of financial planning. As a Later Life Accredited Adviser, he can also advise on care fees planning.
Harjeet has been included in VouchedFor’s “Guide to the UK’s Top Rated Financial Advisers” every year since 2019.
Meet Harjeet:
Tea or Coffee?
First thing it has to be coffee. But strong tea for the rest of the day, even better if it is Chai.
What are you most passionate about?
Talking to clients about their wellbeing (life goals), not just financial matters.
The most famous person you’ve met?
I’ve actually met Sylvester Stalone and Arnold Schwarzenegger, but the most famous must be The Queen.
Quiet night in or out on the town?
Definitely a quiet night in. Too many nights out take their toll and as I get older the recovery time gets longer.
