Of course it's our aim to win the trust of our clients - but this often extends far beyond financial matters alone for we do not believe that your life and your finances are somehow separate, discrete entities. That's why our directors, Peter Dunn and Suzanne Allen are both Kinder Registered Life Planners, trained to help clients consider where the true value in their life lies, and help them develop financial plans that match.
We are independent. Our commitment to a fee-based service means we can preserve our even-handedness and continue to offer the balanced, unbiased advice that made our name. And though that means we have to work a little harder - because maintaining an awareness of the full breadth of options available takes a little longer – it means you can be confident that our advice is always the most appropriate advice.
Nor ever has it. Our services are individually tailored to each client's need - our guarantee of an efficient and personal service. This is why our business grows today as it has always done, through personal recommendation and advertising that only a job well done can buy.
Heritage Financial Advisers Ltd’ is
12 The Gap, Marcham, Abingdon, Oxfordshire, OX13 6NJ. Company Number 5835113.
Welcome to Heritage Financial Advisers
You may be looking toward your retirement, providing for your children, planning the succession of your business – even contemplating wholesale change in the way you live and fund your life.
But unless we understand these aspirations we can never hope to help you successfully plan for them. That means exploring with you, both in detail and in the broadest terms, what it is you wish to achieve.
It’s an approach that our team has proven to be successful for twenty five years, with our highly qualified financial life planners working closely with like-minded accountants, lawyers and private banks to provide bespoke, wholly thought-through solutions.
Heritage Financial Advisers Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 726620.
Registered in England & Wales, Company Number 5835113. Registered Office address: 12 The Gap, Marcham, Abingdon, Oxfordshire, OX13 6NJ. Trading address: Georgian House, 67-71 London Road, Newbury, Berkshire, RG14 1JN. Telephone: 01635 48727
© 2018 Heritage Financial Advisers Ltd |
