Investment Questionnaires



Client Guide

Click on the picture below to open the brochure

Retirement Brochure

Products you can review


This service is for less experienced investors

If you have money to invest into a pension, but are not sure of 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 Pension Questionnaire link to the left. You will be taken to a form which, once you have completed and sent 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 pension 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:

We offer an excellent range of ongoing services. You can be confident that you pensions will be continued to be looked after with Heritage. For further details of our ongoing services please click here.

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 callback form give the office a call to speak to one of our friendly administration team.