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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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Trina Read
DipPFS

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

Independent Financial Adviser

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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

Sarah Rogerson
APFS

Chartered Independent Financial Planner

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Steve Worboys
DipPFS

Independent Financial Adviser

Our Support Team

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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