Harteshwer Thind
Financial Planner (Nuneaton)
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 Qualifications
• 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!
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