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Andrew Heap DipPFS

Director, Financial Planner

Andrew has been a Financial Planner for over 20 years and joined Perspective in 2019.

He specialises in pensions, investments, inheritance tax and succession planning for High Net Worth, corporate and trustee clients. Andrew offers clients a truly independent service, whilst working alongside a well-established accountancy practice.

Prior to joining Perspective, Andrew was a partner in a national wealth management firm, further developing his qualifications within the industry.

His early career was with Lloyds Bank where he advised clients on pensions and investments. He was also seconded to the bank’s Offshore division on the Isle of Man, where he advised international clients on savings and investments.

The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.



Andrew Heap


07799 326940


Darlington Office

Regency House
51 Coniscliffe Road
County Durham

Telephone: 01325 289400