My Account

Heritage Financial Services provides the HERITAGE WEALTH MANAGEMENT investment platform which allows us to actively manage every aspect of our clients investments including Cash and Stocks & Shares ISAs, Cash Accounts, Unit Trusts, OEICs, VCTs; Self Invested Pensions, Offshore Investment Bonds and stock broking through Self Trade to acquire Ordinary Shares & ETFs and much more. If you are an existing client, click on the Heritage Wealth Management button below to sign into your account.


Existing Client Login

Use your secure log-in details to check your investments 24/7. Let us know of any changes you want to make by completing the client response form

Non-Wealth Management Valuations

You can obtain 24/7 valuations for Skandia, SIPPcentre, James Hay and Fidelity investments using your secure log-in details by clicking on 'Other Valuations'