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Financial Planning that stands the test of time

Heritage Investments is here to help you grow, protect, and enjoy your wealth.

Welcome to Heritage Investments

Heritage Investments is a Chartered firm of Financial Planners and Independent Financial Advisers. Chartered status means that we have satisfied rigorous criteria set by the Chartered Insurance Institute (CII) relating to professional qualifications and ethical good practice, which are intrinsic to all that we do.

We are passionate about our values of professionalism, partnership, transparency and quality, ensuring all our clients get the very best financial advice, service and support by building long-term trusted partnerships, protecting their assets and delivering results to stand the test of time.

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Transition into Retirement

We help those planning for retirement to identify how much is enough and what retirement looks like for them.

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Enjoy Your Retirement

For those in retirement, we make sure that your lifestyle is sustainable and that you can carry on enjoying your financial freedom.

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Protect Your Legacy

Family always comes first, and we help you to pass your wealth on sustainably and efficiently, so that your loved ones are secure.

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We are Chartered

By choosing a company with chartered status you are selecting professionals who are publicly committed to maintaining the highest standards. We uphold excellence in qualifications, ethics, business practices and ongoing professional development. 

Watch this video to find out more

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We specialise in six key areas

Our advisers provide a personal service to all clients, ensuring you reach your financial goals.

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Pensions

Planning for retirement can be confusing, especially when pensions are involved. We help
to remove that confusion.

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Inheritance Tax Planning

You want to make sure you pass down your wealth securely. We help you to do this in the most suitably tax-efficient way. 

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Investments

Our expert advisers help you identify a suitable investment solution for you and how this helps you to meet your goals.

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Long-Term Care Planning

We make sure that you have a long-term plan for the future, ensuring you are financially protected no matter what happens.

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Tax Mitigation

We can help you to navigate the tax landscape to ensure maximum tax efficiency for your investments.

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Equity Release Loans

Advice on releasing equity from your property to boost retirement income, cover long-term care, reduce Inheritance Tax or for gifting money.

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Long-term partnerships

We are passionate about building long-term trusted partnerships, protecting our clients' assets and delivering results that stand the test of time.

The way we do things

We have a tried and tested process that has helped our clients over the years.

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1. Discover

2. Plan

3. Implement

4. Review

We need to get to know you. This involves us asking big questions, and giving you the chance to dream.

Once we know what you want to achieve, we develop a financial plan to show you how this is possible. 

With the plan in place, we implement our recommendations and put those plans into practice.

A financial plan needs to be maintained. We catch-up regularly to ensure that your plan moves with your life.

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Meet our team

We believe in being as engaged and as passionate about our clients’ financial welfare as they are.

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We are proudly 
Independent

We are not tied to any product provider, meaning we can search the whole of the financial market to find the best solution for you.

What people say about us

I was recommended Steve by two other people. I think Steve is exactly what I needed for financial advice and support after my divorce. He was very understanding and patient, explaining everything in a language which I could understand, and he always gave me confidence in asking questions and never made me feel inadequate.

I could not have asked for more. I feel I can contact him at any time with worries for advice. Personal contact with someone I can trust is so important to me.

- Alison, client

I have been a client of Heritage Investments for over four years, principally working with Tom Parkinson, APFS. I have always found the support Tom, and, on occasions, his colleagues give invaluable.

I have the benefit of an annual review which is always both helpful and informative, and I also receive quarterly reports thereby enabling me to keep abreast of my portfolio. When I have needed discrete advice on a variety of topics, that has always been given promptly and clearly. I cannot offer any criticism and have no hesitation in recommending Heritage.    

- Geoff, client

Get in touch

Please complete the form below and one of our dedicated team will get back to you shortly. If you would prefer a virtual meeting, or telephone call instead please let us know in the message box. 

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Privacy Notice

Complaints Procedure

Heritage Investments is a trading name of Heritage Financial Limited, which is authorised and regulated by the Financial Conduct Authority, reference no. 788285. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. The guidance and/or advice in this website is subject to UK regulatory regime and therefore is restricted to consumers based in the UK. Registered office: 24 Bargates, Christchurch, Dorset BH23 1QL. Registered in England number: 7103745.

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