Waseem Parvez
BA (HONS), DipFA
Based in Kent, I provide wealth management advice to clients both within Kent, and more widely throughout the South East of England.
About
Heritage Wealth Planning Ltd was established in 2015, when its Director Waseem Parvez accepted an invitation to join St. James's Place. Prior to this, Waseem was working as a successful Financial Adviser with Lloyds Bank providing comprehensive financial solutions.
Waseem prides himself on prolific service with over 9 years’ experience within the financial services sector.
The Practice provides a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, Waseem feels that the Practice is ideally placed to help you take control of your finances and work together to help ensure these plans evolve as your needs change.
The Practice is able to provide advice to clients across the South East of England.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 10/07/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
