Heritage Investments

Independent Financial Adviser  The Old House, Christchurch, Dorset, BH23 1QL
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FCA authorised
Last authorised 13th September 2021
We are committed to provide sound financial advice in all areas including expert investment, pension and wealth management advice.
We can advise you on
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group life insurance
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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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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