For many years Heritage have been a tremendous support to myself and my wife. They have guided us expertly through the potentially choppy waters of personal and professional finance with advice on appropriate insurance products, tax efficient investments, pension and retirement issues and estate planning. The team have undoubtedly saved us a lot of money over the years whilst ensuring compliance with the complex rules and regulations governing personal financial matters.
They have taken the worry of financial planning off our shoulders and we are now enjoying a comfortable retirement with a predictable retirement income and no nasty surprises. We would recommend Heritage unreservedly. When my husband died suddenly 13 years ago, I knew that I needed help and advice to deal with my finances. Luckily my brother, already a client of Heritage, put me in touch with Suzanne.
Immediately, on meeting Suzanne, I felt quite sure that she would be the right person for me. Since then, she has helped not only me, but my family too, with good advice and recommendations.
They have taken the worry of financial planning off our shoulders and we are now enjoying a comfortable retirement with a predictable retirement income and no nasty surprises. We would recommend Heritage unreservedly. When my husband died suddenly 13 years ago, I knew that I needed help and advice to deal with my finances. Luckily my brother, already a client of Heritage, put me in touch with Suzanne.
Immediately, on meeting Suzanne, I felt quite sure that she would be the right person for me. Since then, she has helped not only me, but my family too, with good advice and recommendations.
Services
Jon stumbled by Creating Better Futures by chance when attending a seminar that Dorothy Dix, their founder and CEO, was also attending.
Hearing about the work they do, their focus and aims really engaged Jons imagination and he quickly arranged a meeting between Dorothy and the other Directors here at Heritage to discuss what we could do to support them.
Everyone came away from that initial meeting with tears in their eyes but feeling very positive knowing how much Heritage could help.
Since then the whole team have visited CBF offices in Reading.
Hearing about the work they do, their focus and aims really engaged Jons imagination and he quickly arranged a meeting between Dorothy and the other Directors here at Heritage to discuss what we could do to support them.
Everyone came away from that initial meeting with tears in their eyes but feeling very positive knowing how much Heritage could help.
Since then the whole team have visited CBF offices in Reading.
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