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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

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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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