Heritage Coast Asset Management Limited

Independent Financial Adviser  Rodgers & Burton, Greater London, London, SW14 8DU
check
FCA authorised
Last authorised 1st March 2021
Home visits at a time convenient to suit you. Offering a complete range of financial services.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
Buildings and contents
check
Critical illness
check
Home and leisure
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Long term care
Meet our advisers
MR Mark Firman-Andrews DipFA Certs CII(MP&ER)
Director
About us

Heritage Coast Asset Management prides its self in going that extra mile for its clients.

With over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning.

I take the time to get to know you and find out what’s important to you. With this knowledge, I can produce a financial plan focused on your goals, taking into account your personal situation.

All my clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

Our services

Later Life - Long Term Care and Equity Release.
Investment IHT planning

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Rodgers & Burton, 179 Upper Richmond Road West, Greater London, London, SW14 8DU

Similar advisers near you

Independent Financial Adviser 0.3 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.35 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
 
Independent Financial Adviser 0.43 mi
We serve one purpose: to help you make the most of your money.
 
Restricted - whole of market 0.48 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.