At Heritage, our approach is a little different. A typical financial advisory business employs advisers who are each given a personal sales target. Failure to meet this target can, of course, jeopardise the employee's job security. As such there is a natural tendency for the adviser to jealously guard their clients for fear of another adviser within the firm taking some of their 'bread and butter'. In practice this business model may encourage the individual adviser to provide advice outside of their area of expertise, leading to the potential of poor, or inappropriate, advice being given.
In a world of ever increasing complexity, at Heritage we believe it is vital that clients receive advice from experts in each of the areas relevant to them. This frequently means that our clients often have dealings with more than one of our advisers according to their needs. This guarantees the highest standard of advice is given at all times.
All three Directors of the company have a proprietary interest in the business. This ensures a willingness to call in the appropriate expertise where required. The 'sales' environment does not exist, thus ensuring the client's interests remain paramount at all times.