Harteshwer has spent several years in financial services, having previously advised on all areas of financial planning. He looks to develop long-standing relationships with his clients, with a view to provide holistic financial advice to meet their objectives. 

This entails an ongoing review service and a comprehensive service with cashflow models, ongoing analytics and market commentary. 

Professional Qualification 

•    DipPFS – Diploma in Regulated Financial Planning. 
•    SCQF Level 9 – Practical Investment Planning.
•    CF6: Mortgage Advice. 
•    BSc (Hons) – Nottingham Trent University. 

Personal

Harteshwer enjoys travelling, chess and he is looking to expand his horizons through gardening!