Tom Parkinson

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 an Independent Financial Adviser who has worked in the financial sector for the whole of my career. I am fully up-to-date with the latest technical and regulatory legislations. I have passed the six examinations required to hold a Diploma in Regulated Financial Planning and I am currently studying to become a Chartered Financial Planner.   I enjoy advising clients on their investments, retirement planning (pre and post retirement) as well as my favourite area which is Inheritance Tax Planning (IHT). I am passionate about getting to know my client’s circumstances thoroughly, as I believe that relationships and quality advice are built upon one foundation which is trust.   Furthermore, I love helping my clients to achieve their non-financial goals by taking care of their finances for them. 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.