Susan Barber

AN IMPORTANT NOTE: All of our initial and review meetings are now virtual, using Zoom or the good old telephone. 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 have been in the financial services industry since 2001 gaining a wealth of knowledge and understanding across many areas, particularly in pensions and investments with specialist interest in retirement planning and funding later life care. My ultimate aim is to understand your personal situation and provide the right solution for you, as they say, “we don’t all fit into neat boxes” but I believe we all deserve the very best advice, consideration and professional service.  For me to help you achieve your goals, not only do you need an adviser with a good technical knowledge, but also one with whom you can easily communicate your aspirations and concerns.  These key elements are paramount and provide the platform on which together you can achieve a better future. I am passionate about helping people and strive to provide a friendly professional approach to any situation whether that be saving, retirement planning or later in life with care fees - I can assist.  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.