Heather Beresford

Director

Pensions Director
DipFA

Expertise:

Heather is a qualified financial adviser with over 25 years’ experience in the financial services industry. Heather joined the firm in 2006 and advises on all aspects of wealth management, specialising in pensions and retirement planning.

Extra-curricular:

Heather enjoys spending time with family and friends, holidays in the Lake District and long country walks with her adopted dog, Tillie.

Helping you plan today for your family’s tomorrow

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