HERITAGE INVESTMENTSA LOCAL SUCCESS STORYSetting up a new business is always daunting andnever without potential pitfalls.The advisoryteam has recentlyexpanded toHowever, little did we know that since our launch inFebruary 2010, we would experience success andgrowth way beyond our expectations. From a team of5 we are now 20 with future plans aheadfinancial advisers. Tom Parkinson joined us from6th form at Twynham School in Christchurch. Tomis currently studying for the Diploma for FinancialAdvisers (DipFS) which comprises six examinations.He will then have the opportunity to take the Charteredexaminations and his ambition is to become theyoungest Chartered financial adviser in the country.include two newadvisers, Stevein ChristchurchBarber based innd SusanOur first office, in Bargates, Christchurch, was folowedtwo years later with an office in Eastbrook Row,Wimborne. Our directors and financial advisers havequickly built a reputation for providing our clientswith transparent, fair and honest advice. AttainingChartered status in 2017 demonstrates commitmentWe offer advice oninvestments / ISAs. planning for retirementSteve and Susanare local to theDorset area andhave many years offinancial advisingexperience.making the most of your savingsinheritance taxpensionstrustsIf you have unanswered questions on any of theabove, call one of our advisers: Sarah Rogerson &Steven Worboys at Christchurch on01202 332333 or Susan Barber atWimborne on 01202 332334.Please quote this article.Tom ParkinsonOur advisers aresupported by anexperienced and qualified team of paraplanners andfinancial administrators. Using up to date research andanalytical tools, they can produce detailed whole ofmarket reports, giving clients clarity and peace of mindwhen making important life decisions, Our commitmentto our clients is second to none and referrals are themain source of our new businessWe have excitingoexciting ambitionsand to keep up to date,visit our websiteSusan Barber, Steve Worboys & Sarah RogersonWe are proud to sponsor the Government backedwww.heritageinvestments.co.ukfinancial apprenticeship scheme which invites youngprofessionals to qualify and develop into independentCharterednancialto professionalism by recognising ethical practice,knowledge and skills throughout our company

Date: 03 March 2018

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HERITAGE INVESTMENTS A LOCAL SUCCESS STORY Setting up a new business is always daunting and never without potential pitfalls. The advisory team has recently expanded to However, little did we know that since our launch in February 2010, we would experience success and growth way beyond our expectations. From a team of 5 we are now 20 with future plans ahead financial advisers. Tom Parkinson joined us from 6th form at Twynham School in Christchurch. Tom is currently studying for the Diploma for Financial Advisers (DipFS) which comprises six examinations. He will then have the opportunity to take the Chartered examinations and his ambition is to become the youngest Chartered financial adviser in the country. include two new advisers, Steve in Christchurch Barber based in nd Susan Our first office, in Bargates, Christchurch, was folowed two years later with an office in Eastbrook Row, Wimborne. Our directors and financial advisers have quickly built a reputation for providing our clients with transparent, fair and honest advice. Attaining Chartered status in 2017 demonstrates commitment We offer advice on investments / ISAs . planning for retirement Steve and Susan are local to the Dorset area and have many years of financial advising experience. making the most of your savings inheritance tax pensions trusts If you have unanswered questions on any of the above, call one of our advisers: Sarah Rogerson & Steven Worboys at Christchurch on 01202 332333 or Susan Barber at Wimborne on 01202 332334. Please quote this article. Tom Parkinson Our advisers are supported by an experienced and qualified team of paraplanners and financial administrators. Using up to date research and analytical tools, they can produce detailed whole of market reports, giving clients clarity and peace of mind when making important life decisions, Our commitment to our clients is second to none and referrals are the main source of our new business We have excitingo exciting ambitions and to keep up to date, visit our website Susan Barber, Steve Worboys & Sarah Rogerson We are proud to sponsor the Government backedwww.heritageinvestments.co.uk financial apprenticeship scheme which invites young professionals to qualify and develop into independent Chartered nancial to professionalism by recognising ethical practice, knowledge and skills throughout our company