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
12th August 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 review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Asa Cardiff DipPFS
Financial Adviser
Andrew Cook DipPFS
Financial Adviser
John Cooper APFS
Financial Adviser
Accreditations
Chartered Financial Planner
Sarah Rogerson DipPFS
Financial Adviser
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
Compliance

Heritage Investments is a trading name of Heritage Financial Limited, which is authorised and regulated by the Financial Conduct Authority, reference no. 788285.

The guidance and/or advice given is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Registered Office: Heritage House, 24 Bargates, Christchurch, Dorset BH23 1QL. Registered in England number: 7103745

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