Heritage Financial Limited
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- The Old House, 24 Bargates, Christchurch, Dorset, BH23 1QL
Discover the excellence of 2. Heritage Investments, a financial planning firm anchored in Christchurch, Dorset. Regulated by the FCA under number 788285, we are experts in life investments, pensions, retirement advice, final salary pension transfers, and all-encompassing financial planning. Conveniently situated at The Old House, 24 Bargates, we extend our expertise to clients in Christchurch and across the surrounding counties. With our dedicated client-centric approach, our reputation hinges on providing regulated advice that's tailored to your financial journey. Whether you're a first-time buyer or experienced investor, we offer professional yet friendly financial insight, catering to all, with an emphasis on building lasting relationships. Trust us to lead your financial voyage with confidence, competence, and care.
Their team includes 12 financial advisers. Check FCA registration here.
Heritage Financial Limited are approved by the FCA to give advice on:
Directions to Heritage Financial Limited from the Motorway
- Proceed from the M27.
- Continue onto the A31.
- Ascend the ramp towards Christchurch.
- Merge onto the A338.
- Take the B3073 exit heading towards Christchurch/Hurn/Parley/Bournemouth International Airport.
- Make a left turn onto Hurn Road/B3073.
- Finally, turn right. The destination will be on your left.
List of advisers under Heritage Financial Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.