Andrew Cook

AN IMPORTANT NOTE: All of our initial and review meetings are now virtual, using Zoom or the good old telephone (if you don't want to have to look at us!). However we are conscious that you may feel the need to have a face-to-face meeting, so when appropriate, we will offer arrangements in line with Government protocol to ensure we are Covid-19 compliant. I am a Chartered Financial Planner and Joint Managing Director of Heritage Investments. I have recently attained Fellowship of the Personal Finance Society, which recognises I have achieved the highest level of professional qualification. I have 20 years’ experience as a Financial Adviser and enjoy building a long-term relationship with my clients. I still look after the clients I first met at the beginning of my career. I am passionate about ensuring my clients understand their own financial needs and objectives, so that I can implement a bespoke financial plan that will deliver these objectives. It is vital that my clients understand what is happening to their investments without using industry jargon and by providing regular reviews of their financial situation. I specialise in planning for pre and post retirement, supporting clients to have the lifestyle they desire. When we have secured their retirement I then help clients mitigate their inheritance tax liability to enable them to pass a legacy on to their family. Heritage Investments is authorised and regulated by the FCA (Financial Conduct Authority) and is a Chartered firm of Financial Planners and Independent Financial Advisers. Being Chartered means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. This means you can be confident that you are dealing with one of the South Coast’s leading firms that is wholly committed to providing you with the best possible advice, service and support.