Investment Questionnaires

Investment Products


Why Invest through Heritage?

At Heritage, we recognise that the real value of financial advice is the ongoing support we provide to our clients to ensure their pensions continue to meet the objectives that they set up them up for. As well as regularly reviewing the performance of your pension funds and giving you the opportunity to appraise of any changes in your circumstances that may effect their suitability, we will actively review the underlying funds to ensure that your pension continue to perform as well as possible in all market conditions. Our commitment to ongoing servicing is formalised through our servicing propostions - more details of which you can find below.

Heritage offer five servicing arrangements as we know different clients have different needs; full details can be found within our Service Charter.