As well as personal financial advice such as investments, life assurance and pensions, we also give full assistance with Auto Enrolment, regularly helping employers meet their obligations in a simple and straightforward way.
We specialise in variety of financial and employee benefit solutions and provide a personalised corporate advice service to employers, including company pensions and business/partner protection.
Our clients are typically medium to long term investors and business owners who value face-to-face advice and regular personal contact.
We have 20 years' experience of working with individuals, Trusts and businesses who are seeking help with their financial goals.
At Heritage, we understand each client and business is individual and therefore we take the time to get to know you and understand you or your businesses needs.
We regularly help employers meet their Auto Enrolment requirements offering a simple and superior solution as well as dealing with people’s personal financial goals.
As Independent Advisers, we like to nurture long term relationships to ensure that as your circumstances, needs and priorities change we are able to manage your wealth positively to deliver meaningful returns.
Our team will work together to offer you a complete and comprehensive range of financial support.
The Old House, 24 Bargates, Christchurch, Dorset, BH23 1QL
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