About Heritage Financial Management Heritage Financial Management is a privately owned independent practice, offering financial advice of the highest quality. Heritage Financial Management believes that the best financial advice is independent advice. We recommend and offer the products and services promoted by the leading companies in every field - without bias. Our loyalties are to our clients.
Great emphasis is placed on professional competence and integrity.
Our staff are required to sit professional examinations and regularly undergo training to keep them abreast of latest developments in the business. By law we are bound to recommend only those products which are best suited to our clients' needs. To do this Heritage Financial Management has appointed a company to provide product and company research, administrative services and technical assistance - Berkeley Independent Advisers. Our association with Berkeley means that we are able to provide our clients with local, skilled and experienced advice and the highest possible standard of service. Heritage Financial Management is a Member of Berkeley Independent Advisers Ltd Network.