About Heritage
We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.
Andrew is the only financial adviser I have dealt with that I trust, and I have dealt with quite a few. I find his advice clear and honest.
Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.
We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire
Claire explains often complicated financial products in a way which allows us to make informed decisions based on her sound advice on the various options on the market.
At Heritage we do not believe clients should be charged for switching investments they are already paying a fee for, and hence we offer the Heritage Replacement Promise – in other words if you are being charged an ongoing fee for managing an investment, then to switch to another investment which is also being managed ongoing then there is no transactional fee for this.
