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Waseem Parvez

BA (HONS), DipFA
Based in Kent, I provide wealth management advice to clients both within Kent, and more widely throughout the South East of England.

About

Heritage Wealth Planning Ltd was established in 2015, when its Director Waseem Parvez accepted an invitation to join St. James's Place. Prior to this, Waseem was working as a successful financial adviser with Lloyds Bank providing comprehensive financial solutions.

Waseem Prides himself on prolific service with over 9 years’ experience within the financial services sector.

We provide a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we really feel that we are ideally placed to help you take control of your finances and work together in partnership to ensure these plans evolve as your needs change.

We are able to provide advice to clients across the South East of England.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 03/08/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Heritage Wealth Planning Ltd is registered in England and Wales, Number 10472500. Registered Office: Unit 29, The Base Dartford Business Park, Victoria Road, Dartford, Kent, DA1 5FS.