Heritage Investments
Financial Planning that stands the test of time
21 Eastbrook Row, Wimborne, Dorset, BH21 1HN
Heritage Investments is a Chartered firm of financial planners and independent financial advisers with an office at 21 Eastbrook Row, Crown Mead, Wimborne, alongside a second office at 24 Bargates, Christchurch. Chartered status means it has satisfied the Chartered Insurance Institute's criteria on professional qualifications and ethical good practice. It specialises in six key areas of financial planning - pensions, inheritance tax planning, investments, long-term care planning, equity release and retirement - and begins each relationship with an engagement call to agree service and fees.
What they offer
- Pension advice
- Inheritance tax planning
- Investment advice
- Long-term care planning
- Equity release loans
- Retirement planning
- Free initial consultation
- Client area
Where to find them
21 Eastbrook Row, Wimborne, Dorset, BH21 1HN
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