Harshitaa Bharwani

Having worked in a busy, corporate environment for over 23 years, Harshitaa brings a wealth of Project and Programme Management experience to the already extremely professional and talented Wealth Genius Team.

She is  APMP qualified and has spent the last12 years leading multi-faceted projects in the Regulatory/Compliance field ensuring compliant processes and procedures has been adhered to at all times.  She has also had the privilege to be part of a very successful Training Team delivering high level training to the Management Team which helps her to engage effectively with our clients who are of very high calibre and respected individuals in the society. She has constantly striving to achieve the best for Wealth Genius and it's client portfolio delivering a First-Class Service always.

Her personal life is equally busy constantly playing the balancing act between her husband, 2 boys and fortunate to be surrounded by close family and friends.

Home / Harshitaa Bharwani

Email Me

Having worked in a busy, corporate environment for over 23 years, Harshitaa brings a wealth of Project and Programme Management experience to the already extremely professional and talented Wealth Genius Team.

She is  APMP qualified and has spent the last12 years leading multi-faceted projects in the Regulatory/Compliance field ensuring compliant processes and procedures has been adhered to at all times.  She has also had the privilege to be part of a very successful Training Team delivering high level training to the Management Team which helps her to engage effectively with our clients who are of very high calibre and respected individuals in the society. She has constantly striving to achieve the best for Wealth Genius and it's client portfolio delivering a First-Class Service always.

Her personal life is equally busy constantly playing the balancing act between her husband, 2 boys and fortunate to be surrounded by close family and friends.

BACK TO TEAM

What were the circumstances that caused you to initially look for a financial adviser?

Nearing pension age

How has Dinesh helped you?

Dinesh has helped me to understand all of my options over the next 5 years and to support me in financial planning for my retirement

Have you seen the outcome you were hoping for?

 absolutely

What could they have done better?

nothing, Dinesh was very receptive and responded to all of my information need

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

concerns about pension planning

How has Dinesh helped you?

clear advice on future pension benefits

Have you seen the outcome you were hoping for?

in terms of advice yes....

What could they have done better?

possibly less technical and more accessible language?

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

NHS pension advice

How has Dinesh helped you?

Dinesh offers a personal service, prompt advice and nothing is too much trouble.I felt comfortable asking questions and answers were clearly provided

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

Needed to plan for the future and for my family

How has Dinesh helped you?

Sound knowledgable advice and proactive approach to organising insurance

Have you seen the outcome you were hoping for?

Yes absolutely

Review from Verified Client

What were the circumstances that caused you to initially look for a financial adviser?

Lack of clarity regarding the benefits accruing in my NHS Pension

How has Dinesh helped you?

Has checked all my NHS Pension contributions are accounted for and has estimated my benefits.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Would have liked to have seen the Pension paperwork before the explanatory meeting so I could have asked more questions. Would like to have seen a summary of next steps in terms of what further assistance could be provided and the costs involved

Review from Verified Client

cross
cross
cross