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Caroline Burchett

Client Service Manager


I provide support to the directors of Heritage and am responsible for a wide range of the day-to-day administration of the office. I have 40 years administration experience and I have worked at Heritage since May 2004. Previously I was employed by a company in the Electronic Component Distribution industry where I was secretary to the Financial Director.

Whilst working at Heritage I have gleaned a lot of knowledge and a general understanding about pensions, investments, and the financial services sector as a whole.

personal interests

I enjoy walking as a way of relaxing. I am a member of the National Trust and English Heritage and have been to several properties, stately homes, parks and gardens throughout the UK. I also like swimming, going to concerts and the cinema.

I am a very conscientious, highly organised and efficient administrator and endeavour to deliver a good level of service to Heritage’s clients.