Investment Questionnaires



Wealth Management

Products you can review

How the different products are taxed

Click on the picture below to open up the brochure

Investment Brochure


This service is for less experienced investor

If you have money to invest, but are not sure of selecting the right product or funds, then our Advisory Service is the most appropriate route for you. You can start the process by clicking on the appropriate Investment Questionnaire link to the left. You will be taken to a form which, once you have completed and returned to us, will enable our experienced advisers to determine to most appropriate investment for you. You are not obligated to proceed with our advice at any stage.

If you think you know what product you need, but aren't quite sure and would like to find out more about the investment products and funds Heritage offer, click on the appropriate link to the left.

What we offer

Once we've received your completed form we will:

Is this right for me?

This service is most appropriate for people who:

If you are unsure about whether this service is appropriate for you click here, or complete our call back form give the office a call to speak to one of our friendly administration team.