Financial Adviser
Heritage Investments
Financial Planning that stands the test of time
24 Bargates, Christchurch, BH23 1QL
Heritage Investments is a Chartered firm of financial planners and independent financial advisers at 24 Bargates in Christchurch, with a second office at 21 Eastbrook Row, Crown Mead, Wimborne. It advises on pensions, inheritance tax planning, investments, long-term care planning and equity release, working with clients moving into retirement, those already retired and those passing wealth on to family. Work begins with an engagement call to discuss needs and agree service and fees, and a free initial consultation is offered.
What they offer
- Pension advice
- Inheritance tax planning
- Investment advice
- Long-term care planning
- Equity release loans
- Retirement planning
- Free initial consultation
Where to find them
24 Bargates, Christchurch, BH23 1QL
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