Harjeet Heer Bsc (Hons) Mba Fpfs Email & Phone Number

Oxfordshire

I am one of the founding directors of Chartered Financial Planning firm, Logic Financial Services Ltd, an Independent Financial Advice firm based in Oxfordshire, Hertfordshire and London.We are proud of our expertise across all areas of financial planning. We chose the company name as it sums up our approach to financial planning - we want everything to be logical, clear and straightforward. As a small company we work with a select group of clients – this means we can develop a close relationship with each and every one to build mutual trust, respect and very personalised financial plans. Financial Planning is about making the most of your life not just your money; we ensure your financial plans take in to consideration your goals and ambitions.We want our clients to make the most of their assets to help them lead a financially secure life and be able to leave a lasting legacy from generation to generation.Ultimately, it’s about getting things right – providing the right advice, at the right time….every time.

Oxfordshire And London

AB & Tax Services has been created to provide small and medium sized businesses and private individuals with high quality accountancy services at competitive rates.At AB & Tax Services we specialise in Management accounts, Payroll, Book-Keeping, Tax Returns, Company Tax, and Financial Advisory services to private clients, and corporates from all sectors. We also specialise in advising owner managed businesses in respect of all of their accountancy and taxation needs, from start-up advice through to tax planning matters. This includes the use of appropriate business vehicles (i.e. sole trader, partnership or limited company status) to ensure our clients minimise their potential tax liabilities, through to outsourcing and cloud based accounting. Our Specialities include:Management AccountsBook-keepingPayrollXero software/cloud accountingSage/QuickbooksPersonal Tax returnsCompany tax (VAT, Corporation tax etc)LendingFinancial Advisory OutsourcingWe understand our client's needs by listening and providing a tailored and personal service.

The Initiative for Financial Wellbeing (IFW), is a not for profit organisation that helps financial planners, advisers and coaches improve their clients' financial wellbeing by helping them become happier not just wealthier.

Fpfs - Chartered Financial Planner, Af3, Af7, Af5, Af4, J07, J01, J06, R01, R06, R04, Cf8, Cf6 & Er1

AF3 Pension Planning AF7 Pension Transfers AF5 Financial Planning Process AF4 Advanced Investment Planning J07 Supervision in a Regulated.

Mba

Dynamics of Management Managing People and Performance Managing Processes, Systems and Projects Financial Management Creative Problem.

Cert Pfs, Fpc 1,2, And 3

Registered Representative, Regulation, Trading, Futures And Options Representative

Bsc (Hons), Biomedical Sciences

Education record