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
Wessex Investment Management Limited's Consultants will provide clarity and insight to your financial affairs and work in partnership with you to achieve your financial goals. We are independent financial advisers, which means our duty is solely to you - our client.
Our aim is to 'make sense of money' so that together, we can identify your financial
Dawn Slater Wealth Management Limited is a specialist company that offers independent financial advice that will help you gain control of your finances. We won't just give you sound advice on your financial matters, we will also ensure that you understand why, what, where, when and how. When it comes to your finances, trust and communication are vital