With over 20 years of experience in advising on investment and retirement planning needs, Latchum Heritage Wealth Management Ltd aims to offer a high level of personal and long term service to clients, helping you set out your financial objectives and goals, and work with you to attain these. 

When I sold my initial Financial Advice business in 2018 it was with a view to securing my financial future and to travel widely. While I have a secure financial position the traveling aspect of my plans have been thwarted by world events. In view of this, I decided that I was too young to fully retire. I started to look at other business opportunities and I was poised to go into a business consultancy enterprise, until I reflected that perhaps I would have more drive and enthusiasm doing what I do best: go back into giving Financial Advice and leaving a legacy for my family and associates.

While retired, I have often been sought out by friends and acquaintances for informal financial guidance. A couple of my family members have sought Advice from Financial Advisers in the last few months and from what they have told me, their experiences were not good. I know I can do better. I have the enthusiasm, skills, and experience for giving Advice, and the energy levels as well. I have always upheld the highest standards of service and administration in my time of being in business, which is over 20 years as an adviser and all my working life in the financial sector.