Financial strategies that deliver results to stand the test of time
Welcome to Heritage Investments, a Chartered firm of Financial Planners and Independent Financial Advisers based in Dorset. We are passionate about building long-term partnerships with families and local business owners to ensure they have a comfortable financial future ahead of them.
Our Brand Values
Our brand is underpinned by four key values which are synonymous with the way we work as a team and with our clients. These values are professionalism, partnerships, transparency, and quality. We are committed to the highest standards of training, quality independent research, and professional development. We build long-term trusted relationships with our clients that span generations. We have a culture of trust and integrity, and we clearly explain, to all of our clients, the journey that we will embark on together. We constantly strive for the highest quality standards for our clients, both in terms of service and solutions, and are passionate and committed in everything we do for them.
What is a Chartered Firm?
When you use a Chartered firm, you are dealing with proven professionals. The Chartered Insurance Institute (CII) is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Being of Chartered status gives confidence, as well as peace of mind, to clients as this is the industry's gold standard for firms of Financial Planners.
Our Services
We offer a wide range of financial services that cater to individual and business needs. Our services include investment advice, inheritance tax planning, pension advice, long-term care planning, and more. We understand that every client is unique, and we take the time to understand their financial goals and objectives to provide personalized advice and solutions.
Book a Free Consultation
If you're looking for professional financial advice, we invite you to book a free, no-obligation consultation with one of our experienced financial advisers. We welcome contact from new and existing clients and look forward to helping you achieve your financial goals.
Overall Experience with Heritage Investments
Heritage Investments has received high praise from its clients, with all reviewers giving a 5-star rating. The company's individualized customer service, knowledgeable and friendly staff, and personalized advice have contributed to its excellent reputation.
Key Strengths
- Personalized Service: Clients appreciated the personalized service provided by Heritage Investments, with many mentioning the names of their advisors, such as Andrew, Tom, and Stephen Worboys.
- Knowledgeable Staff: The staff at Heritage Investments were praised for their knowledge and expertise in providing financial advice, making clients feel safe and secure in their investment decisions.
- Friendly and Approachable: The firm's staff were consistently described as friendly, helpful, and approachable, making clients feel at ease when discussing their financial matters.
Testimonials
Many clients have recommended Heritage Investments to friends and colleagues, citing the company's excellent service, personalized attention, and professional advice.
