About Us

         

 

Heritage Financial Services is an FCA regulated fee based practice, providing high quality independent financial advice. Our Principal, Graham Legg, founded the company during 1997 and added this website facility in 2000. We are based on the Isle of Wight off the south coast of the UK. We specialise in tax efficient investments, portfolio management, individual and group pensions and estate planning.

Our clients are now spread throughout the UK and there has been an ever increasing demand on our resources to provide a high quality service long distance and in order to help streamline business and improve efficiency, we developed the transactional side of our website. Both existing and new clients will be able to transact and value their business on-line. We are confident that transacting business over the internet will continue to grow in popularity.

For more information about our Heritage and how we go about our business clck here. If you would like further information about our excellent ongoing service arrangements click this link for a pdf brochure.

For directions to our office, click here.

 

Our Staff

         
 
Graham Legg - Principal

Graham Legg - Principal Financial Consultant

Graham Legg is the founder and Principal of Heritage Financial Services and has 25 years industry experience. Graham now spends most of his time developing and managing the business and providing a service to his long standing clients. He is also the Compliance Officer, ensuring that the firm adheres to the FCA legislation 'Treating Customers Fairly'. Qualified to the CII accredited Diploma level.

 
Keith Titchmarsh - Client Introducer
 

Keith Titchmarsh - Client Introducer

Keith joined Heritage in 2006 after many years working as a company pension specialist in London. He brought with him tremendous experience in the pensions markets. Since the 1st January 2013, Keith has elected not to take the required level 4 exams, but continues to look after his clients, through regular contact and liaising new business through Graham Legg.

   

 

       
 
Caroline Pearson - Office Manager

Caroline Pearson - Senior Administrator

Caroline has been with Heritage since the early days and is currently in her 17th year with the firm. Caroline runs the office and back-office systems and is the first point of contact for many of our clients.

 
Julie Titchmarsh - Adminstrator
 

Julie Randall - Administrator

Julie joined Heritage in 2006 with her partner Keith. Julie works closely with Keith and is responsible for administering his client's pensions and investment policies.