Heritage Investments.

Initial consultation free
Independent
Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.

We can advise you on

28
£50k+
£50k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Asa Cardiff DipPFS
Financial Adviser
MR Andrew Cook DipPFS
Financial Adviser
MRS Sarah Rogerson DipPFS
Financial Adviser
MR John Cooper APFS
Financial Adviser

What our clients say

mm
Mr & Mrs H
What were the circumstances that caused you to look for a Financial adviser? On inheriting a considerable amount of money in 2008, we wished to use the money wisely, in order to achieve financial...
mc
Mr C
What were the circumstances that caused you to look for a Financial adviser? I had an inheritance from my late father and was close to the point of retirement. I needed financial advice in order to...
mg
Mr G
What were the circumstances that caused you to look for a Financial adviser? I wanted advice on existing pension policies, one of which I felt was underperforming. How did Heritage Investments...
me
Mr E
What were the circumstances that caused you to look for a Financial adviser? I received a redundancy package and became a contractor. How did Heritage Investments help you? He took the time to get...
mp
Mr P
What were the circumstances that caused you to look for a Financial adviser? Pension and investment advice. How did Heritage Investments help you? By looking after all investment and pension...

Contact us

The Old House, 24 Bargates, Christchurch, BH23 1QL
+441
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