Protecting your financial future, one partnership at a time.
At Heritage Investments, we pride ourselves on being a Chartered firm of Financial Planners and Independent Financial Advisers. With our headquarters in Christchurch, Dorset, we have been serving the financial needs of individuals and businesses in the region since 2010. Our team of dedicated professionals is committed to providing exceptional service, expert advice, and tailored solutions to help our clients achieve their financial goals.
Our Values
At Heritage Investments, we are guided by a set of core values that shape the way we work with our clients. These values are professionalism, partnerships, transparency, and quality. We are committed to upholding the highest standards of training, research, and professional development to ensure that our clients receive the best possible advice.
What is a Chartered Firm?
When you work with a Chartered firm like Heritage Investments, you can be confident that you are dealing with a team of experienced and qualified professionals. The Chartered Insurance Institute (CII) awards Chartered status to firms that have demonstrated exceptional standards of professionalism and integrity. Our Chartered status signifies that we have satisfied rigorous qualification criteria and are committed to continuing professional development and adhering to a strict Code of Ethics.
Our Services
At Heritage Investments, we offer a wide range of services designed to help individuals and businesses achieve their financial goals. These services include:
- Investment Advice: We help our clients navigate the complexities of investments and provide customized strategies to grow their wealth over time.
- Inheritance Tax Planning: We help individuals and families plan for inheritance tax and create a legacy for future generations.
- Pension Advice: We provide expert guidance on pension planning and help our clients make informed decisions about their retirement savings.
- Long-Term Care Planning: We help our clients plan for long-term care costs and ensure that their income funds are protected.
Meet the Team
At Heritage Investments, we believe that our clients should have a personal connection with the experts who are advising them. That's why we take the time to get to know each of our clients and tailor our services to their unique needs and goals.
Meet our team of experienced financial advisers, including Susan Barber, Jane Bollam, Emily Bowering, Asa Cardiff, Luke Challis, Roger Clark, Andrew Cook, and John Cooper. You can contact us today to discuss your financial requirements and schedule a consultation with one of our experts.
Exceptional Service Across the Board
The reviewers at Heritage Investments are unanimous in their praise for the company's exceptional customer service. Every reviewer has had a positive experience with the company, highlighting the friendly, approachable, and knowledgeable staff. They praise the personalized service, efficient communication, and expert advice provided by the team.
Professional and Trustworthy
Reviewers emphasize the trustworthiness of Heritage Investments, feels confident in their financial decisions due to the expert guidance received. They appreciate the priority given to personal preferences and the consideration shown to low-risk investors. The company's ability to simplify complex financial jargon and provide clear explanations is also highly commended.
Personal Touch and Emotional Support
Some reviewers have appreciated the emotional support and guidance provided by the team, particularly in times of personal crisis. The company's ability to handle probate and financial issues during a difficult period has been particularly praising.
Highly Recommended
Every reviewer has recommended Heritage Investments to colleagues, friends, or family members, and some have even used the company's services subsequent to their first experience. The collective praise for the company is overwhelming, with every reviewer awarding the company a perfect 5-star rating.
