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What we do

At Heritage Investments, we help people prioritise their financial objectives and provide solutions, ongoing support and guidance to achieve them.

We are a highly experienced firm of Chartered Financial Planners and Independent Financial Advisers that pride ourselves on providing a professional and personal service in a way that is easy to understand.

Have a look below at the services we provide and get in touch if you think we can help.

Protection planning

Would your family cope without you or the income you provide?

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Pension planning

When would you like to retire? What level of income will you need when you do? Are you on track?

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Investment planning

Do you have money you wish to grow, provide an income and or pass on?

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Tax planning

Want to ensure you pay no more tax than your fair share?  Worried about Inheritance Tax?

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Later life planning

How would you or a loved one cope financially if either of you suddenly needed to pay for care or passed away?

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Estate planning

Worried about passing on your wealth to your loved ones? Want to make sure it goes to them and not the tax man?

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Business planning

Are you planning to sell your business and looking to reduce your tax bill?

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