Heritage Independent Financial Advisers Limited are a Financial Services Company providing Independent Financial Advice to businesses (both incorporated and unincorporated), individuals and families of higher net worth.
After many years of working together in the financial services industry a decision was made by the current team to establish our own company, forming Heritage in January 2004.
From Heritage's central location in Knowle in the West Midlands, we act for clients located nationwide.
We provide holistic financial advice for individuals, families, businesses, and trusts. The scope of advice encompasses the vast majority of areas you would expect to be covered by a professional firm of independent financial advisers. However, we do not arrange mortgages (including lifetime mortgages), Private Medical Insurance and Long Term Care. Where we identify a client requires in-depth advice in these areas we are able to refer them to a suitably qualified specialist who is well known to us. This enables us to maintain continuity of the overall advisory process.
We are driven by a desire to provide the very best advice and build a longterm partnership with you to ensure we achieve the most effective results.