Why choose Heritage?

• We are an established company, with considerable experience and very efficient personnel, which enables us to effectively meet investor’s needs.
  


• We are totally impartial and independent. We have no ties to any investment fund or company and do not run our own funds. Our clients are thus assured of being provided with wholly appropriate and objective advice.
  


• Our company adheres strictly to UK standards of compliance and service.
  


• We are totally committed to ongoing service, our reputation for which is well know. Much of our new business is generated by referrals from existing clients.
  


• Clients who engage our services are provided with John Steele as their Personal Adviser. In the event that he is unavailable at any time, there will always be an alternative expert available to fulfil your requirements through Financial Ltd.
  


• We ensure that our clients are regularly informed, both on the progress of their investments and with current market developments by regular annual reviews.
  


• Our dedicated office staff work to ensure that all goes smoothly and are always on hand to assist with administrative questions.
  


• Our recommendations are based on independent research that is analysed both internally and externally. We utilise all of the Group’s resources to provide a total service.

• Leading asset allocation technology to ensure the portfolios are constructed to meet the objectives and risk profile of individual investors
• A very experienced investment team
• Ongoing monitoring of underlying investments
• Rebalancing of underlying investments on a regular basis as and when required
• Competitive and transparent fee-based charges
• Focus on building long-term relationships with clients and providing the best level of ongoing service