Private Health Insurance is our core product at Heritage Health, it is our speciality. The knowledge, experience and relationships we have ensure we can offer you the very best advice. Whatever you are looking for we can help. We offer a wide range of products, from Private Medical Insurance, Cash Plans, Occupational Health, Travel Insurance, Home Insurance and Protection products like Life Insurance, Critical Illness and Mortgage protection Insurance. Heritage will be able to advise you on the best policy to suit your needs.
Heritage Insurance offers clients the best possible protection for all of their insurance needs. As one of the leading insurance brokers based in the Bournemouth area, we have built quite the clientele by maintaining a strict customer-comes-first approach. If you are looking for free totally independent Insurance advice with a company that does everything in its power to ensure your satisfaction, contact us today. Our experts are here for your every insurance need and will be happy to offer free advice.
Meet The Team
I have worked in the insurance industry since 2004 and for the last 9 year specialising in PMI and Protection. I have always been very passionate about providing a level of service that exceeds my clients expectations in order to build strong, lasting relationships which is why we started Heritage Health.
Hi Everyone, I’m Emerson. I’m a Director of Heritage Health and Heritage Mortgages. I’ve worked in Corporate roles all my career, all Financial Services based. 8 years ago, I decided to pursue an opportunity to create my own business. Working closely with my fellow Director, James, we ensure Heritage delivers the very best Health Insurance advice to our loyal clients. In my spare time, I enjoy travelling, spending time with my family and motorsports.
PA to Directors
Hi, I’m Carly, the office manager and PA. I have worked at Heritage Health for over 6 years now. I ensure our point of sale process runs smoothly and the Back office is working efficiently. I’m involved in everything from Marketing to client admin, Accounts reconciliation to renewal admin. I keep the consultants in check and make sure things happen as they should. I am Mum to a beautiful little girl and in my spare time I enjoy health & fitness, spending time with friends and playing in my band.
Business Development Manager
Hi, I’m Kris. I work as a Business Development Manager at Heritage Health. I have over a decade of experience working within the insurance industry. I always strive to find the best solution for my clients, I specialise in complex case management, from application to claims assistance. My clients always come 1st. Outside of work, I enjoy motor sports, I have a particularly passion for F1. I’d love to do a track and visit Silverstone for a Grand Prix.
Hi, I’m James, I work as a consultant at Heritage Health. I have years of experience in the Private Health market and specialise in finding solutions for my clients. I’m methodical and diligent with a keen eye for detail. Outside of work I’m a father of 4, I believe in keeping fit, maintaining a healthy body and mind. In my spare time I enjoy finding new places for walks with the dogs and fun family trips out. I’m results orientated and get real satisfaction when I help my clients reach their objectives.
We pride ourselves on being very friendly and approachable with a plain-talking approach. As a mortgage advisor we feel this is so important as we want all our clients to feel comfortable in recommending us to family and friends. We are confident that you will be happy with our services and view us as a value for money mortgage broker, with a reputation to match.