Harjeet Heer

Logic Financial Services Ltd will always provide you with Independent Financial Advice in a way that is simple, clear and Logical; hence our name.

We are a Chartered Financial Planning firm and all of our advisers having achieved this high standard.We are proud of our expertise across all areas of financial planning.

As a small company we work with a select group of clients – this means we can develop a close relationship and personalised financial plan with each and every one to build mutual trust and respect.

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.

We are based in the beautiful market town of Watlington in Oxfordshire and have staff in St Albans and London.

All of our advisers are experienced public speakers and we run financial education seminars for companies and their employees. The seminars can be on any subject of your choosing but the main areas of advice we give are listed below.

Our Specialities:

Financial Planning

Retirement Planning and Pension Reviews

Retirement Income Options

Mortgage Advice - Including Buy-To-Let and specialist borrowing such as bridging finance and equity releaseInvestment AdviceProtection - insurance for you, your family and your business

Trust Planning and WillsInheritance Tax Planning

Financial Education Seminars for companies/employees

Care Fees Planning / Long Term Care

If you want to know more, please contact me:

Harj Heer BSc (Hons) MBA FPFS Director, Chartered Financial PlannerLogic Financial Services Ltd

Bank Chambers, Hill Road, Watlington, Oxfordshire, OX49 5AB

T: 01491 612 754 M: 07549 895 [email protected]