Our team

Simon joined Heritage in 2021, bringing a depth of knowledge in pensions, investments and inheritance tax planning. He graduated from Bournemouth University with a BA in Financial Services in 2000 and has since worked at firms including Reuters, St James’s Place Wealth Management and Succession Group. He moved into independent advice so he could recommend from the whole of the market rather than a restricted range.

Ed’s first career was in the Royal Marines, followed by eight years running his own small business. He has now spent over twenty years giving financial advice, and values working somewhere he can give genuinely unrestricted recommendations.

Adam specialises in pensions, investments and equity release, and is also qualified in mortgages, protection and general insurance. He advises on the whole of the market to find the right product for each client.

Phil manages the office at Heritage and keeps the advice process running behind the scenes, from first enquiry through to the paperwork that follows a recommendation.

Matt has been with Heritage for many years and most long standing clients will have spoken to him at some point. He holds a degree and a range of financial services qualifications gained over his career, looks after compliance for the firm, and is always on hand to answer questions about existing policies.