Heritage signs up Gross to help cope with client boom

Newbury-based Heritage Financial Advisers has recruited paraplanner Richard Gross from Andersen Charnley, in order to cope with increasing client numbers. 

Gross’s appointment comes at the same time as Heritage moves premises from a shared space to a larger self-contained office. The firm will remain in the centre of Newbury.

The relocation and recruitment of Gross signal Heritage’s intention to grow its client numbers after a year in which it has worked with consultants on its client proposition and increased turnover.

Suzanne Allen (pictured), Heritage managing director, said Gross’s recruitment was essential to help the firm cope with an increasing number of clients.

‘We are very lucky because we have lots of very good introductions, and that’s why we’ve bought in Richard because we were struggling to cope with the number of clients,’ she said.

‘We call Richard our financial planning analyst rather than paraplanner; he will do all the support and technical work before and following a client meeting.’

Allen said the firm had further ambitions including:  gaining chartered status, her and co-director Peter Dunn becoming registered life planners, and growing the business.

‘We now feel we have the right team in place to take the business forward, we are looking to take on 25 more clients over the next year,’ she said.