Heritage Investments.

Independent Financial Adviser The Old House, 24 Bargates, Christchurch, Bournemouth, BH23 1QL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Long term care
Meet our advisers
Sarah Rogerson DipPFS
Financial Adviser
Andrew Cook DipPFS
Financial Adviser
Asa Cardiff DipPFS
Financial Adviser
John Cooper APFS
Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

The Old House, 24 Bargates, Christchurch, Bournemouth, BH23 1QL

Make an enquiry
About us

Heritage Investments is a Chartered firm of financial planners and independent financial advisers with over 30 years of combined financial services experience.

Being Chartered means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the South Coast’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

We have branches in Christchurch and Wimborne, both of which you are welcome to visit, but we also visit clients at their homes all over the UK.

Our services

We specialise in investments, retirement planning, tax planning, later life planning, inheritance tax planning and protection.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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