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Andrew Heap DipPFS

Director, Financial Planner

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.

 

 

Reviews and Ratings for Financial adviser Andrew Heap, Newcastle-upon-Tyne
Andrew Heap

Telephone

07799 326940

Based

Darlington Office

Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH

Telephone: 01325 289400

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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:

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

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk