Heritage Investments

Independent Financial Adviser  The Old House, Christchurch, BH23 1QL
FCA authorised
Last authorised 24th January 2022
We are committed to provide sound financial advice in all areas including expert investment, pension and wealth management advice.
We can advise you on
Corporate pension
Employee benefits
Group Pension/Stakeholder
Group life insurance
Group private medical insurance
Meet our advisers
MR Asa Cardiff DipPFS
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0 mi
Chartered Financial Planners that provide clients with professional and suitable advice in a way that is easy to understand.
Independent Financial Adviser 0.1 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 0.13 mi
Chartered firm who are passionate about helping people organise their financial affairs to achieve all of their objectives.
Independent Financial Adviser 0.89 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.