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Meet our team

With continuous development in all our departments and being of Chartered status, we ensure we offer the very best advice that will ensure a secure future for you and your loved ones.

Our Financial Advisers

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Susan Barber
DipFA M.L.I.B.F

Independent Financial Adviser

Briony Bartlett
DipPFS

Independent Financial Adviser

Asa Cardiff
DipPFS

Associate Director & Independent Financial Adviser

Luke Challis
DipPFS

Independent
Financial Adviser

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Sarah Rogerson
APFS

Andrew Cook
FPFS

Joint Managing Director & Chartered Independent Adviser

John Cooper
APFS

Joint Managing Director & Chartered Independent Adviser

Tom Parkinson
APFS

Chartered Independent Financial Planner

Chartered Independent Financial Planner

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Kerry Saunders
FPFS

 

SOLLA Accredited Chartered 
Financial Planner 

Joe Westwood
DipPFS

Independent Financial Adviser

Graham Wiseman
DipPFS

Chartered MCSI
Independent
Financial Adviser

Steve Worboys
DipPFS

Independent Financial Adviser

Our Support Team

Get in touch

Leave us a message and one of our team will get back to you shortly.

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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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