Heritage Investments

After being widowed last December, I cannot stress how helpful and efficient Heritage Investments have been. Such lovely friendly staff and excellent advice too. I would thoroughly recommend Heritage Investments to anyone needing a trustworthy investment company.

Recommending this Company is easy, everyone I have spoken to there is very friendly and helpful. Stephen Worboys has looked after my late Husband's and my finances for a very long time and when my Husband died, Steve not only helped me sort out his investments, Steve also provided me with all the tools I needed for probate purposes, in addition to helping me with another ongoing issue we had from something else (nothing to do with Heritage) and got me through a difficult time in that I did not have to worry about transferring or dealing with most things of a financial nature. I am a low risk person and that has always been the consideration given to me in any dealings and I have never been made to feel uncomfortable for being that sort of person. In fact, I have always felt that my personal preferences are their priority.

I have used Heritage Investments for advice for a number of years. They provide an excellent personalised service, taking time to listen and ensure you fully understand all your options before making any decisions. I would highly recommend their services.

I recently received pension advice from Tom at Heritage Investments, and I couldn't be happier with the results.Tom's guidance was exceptional. He provided clear, customized recommendations, ensuring that my pension plan aligned perfectly with my goals. Tom's expertise, transparency, and top-notch service make him a go-to choice for pension advice.Thanks to him, I now have confidence in my retirement planning.Highly recommend Tom and the Heritage Team!

Tom from Heritage took all the stress away from finding the right life cover; he sourced, provided and got me all set up with the most appropriate solution for my circumstances.Also, being a business owner, I wanted to seek professional advice for arranging my pension and again, Tom delivered, guided me through the journey and got me set up correctly; thanks to Tom, I’m now setup for my future. It’s greatly appreciate and I can’t recommend Tom and the team at Heritage enough.

Highly recommend Heritage Investments, extremely friendly and knowledgeable advisers, especially Tom Parkinson, who has been of great help ever since we started seeking financial advice.

I have found my experience with Heritage Investments to be nothing but exemplary. They pride themselves on their individual customer service, where nothing is too much trouble. Andrew has demonstrated he has my best financial interests at heart and has always advised me knowledgeably and appropriately, which makes me feel safe and secure in my investments. I couldn't recommend highly enough and have done so to colleagues and friends.

I have had my investments with Heritage for a number of years and have been very pleased and satisfied with the results, even in more difficult times. They offer excellent professional advice and service, I have recommended them to several others.

My life changed in quite a scary way when I received a windfall, due to both parents passing away.I did not expect this and certainly hadn't planned for it.Tom Parkinson has been wonderful, helping me through investing and making my life goals feel achievable.Tom has helped me to understand my options with my pensions, and gave me an easy to understand breakdown of my assets.I now feel much more confident that I'm not making a terrible mistake by heading towards an early retirement.Cheers Tom!

I have dealt with Heritage for a few years now and have always found them approachable friendly and timely.They manage to keep things simple, they explain things in an understandable way, needed because the business is not simple.