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Andrew Heap DipPFS

Director of Financial Planning

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Office:

Darlington

Andrew Heap

Andrew joined Perspective in January 2020, bringing with him over 25 years of experience in the financial services industry.

He is a Diploma-qualified Independent Financial Adviser (IFA) with particular expertise in long-term care planning and retirement planning for aviation professionals. In addition, Andrew works closely with chartered accountants, supporting owner-managed business clients with tailored financial strategies.

Andrew’s approach is built on strong relationships and a deep understanding of each client’s unique circumstances. He particularly enjoys meeting new people through introductions and professional networks, taking the time to understand their goals and objectives so he can deliver highly personalised financial planning. For Andrew, the most rewarding aspect of his role is transforming initial introductions into long-term, trusted partnerships.

 

 

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk