John Cooper

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 and have been advising since 2007 having initially trained as a stockbroker and Financial Adviser with Edward Jones. I am a specialist in Inheritance Tax planning but can also advise on pensions, investments and retirement planning.  I have helped many clients retire comfortably and plan for passing on their wealth and meeting the costs of long term care.  I believe passionately in the professionalism of the industry and was instrumental in helping the firm achieve chartered status and maintain it. I believe in continuing professional development and am still studying towards fellowship of the PFS.  I hold a degree in Economics from Loughborough University and am also a qualified (non-practising) Chartered Company Secretary having passed the ICSA exams achieving a worldwide prize in Financial Accounting along the way! 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.