What is Heritage Wealth Management? Heritage Wealth Management offers a complete financial solution, and we believe that it provides the most comprehensive menu of services that our clients deserve. The main advantage for us holding all your investments and pensions with Heritage Wealth Management is the ongoing management functionality it offers.

We can offer:

• A more effective means of managing assets
• On-line service which enables the consolidation and view all assets in one place
• Real and historic time valuation allowing the tracking of investments 24/7
• Access multiple investment products including Stocks & Shares and Cash ISAs, OEICs, Unit Trusts, Stocks & Shares, Investment Trusts & ETFs through Selftrade, Onshore & Offshore Bonds and SIPPs
• Over 2,000 funds all at 0% initial charge
• Over 900 funds with an annual charge of 1% or less
• 10 growth and 3 income risk related portfolios
• Full income flexibility
• Effective risk controls
• Regular reviews and high quality reporting subject to servicing agreement
• Paperless applications
• Product transfers without additional applications
• Cash account to harbour funds in difficult market conditions
• Ongoing fund research and quarterly portfolio switches available, subject to servicing agreement
• All your investments in one place for easier management and reporting
• Research tools ensuring that investment strategy is appropriate and continually monitored
• Large case and familiy discounts starting from £100K

What are the costs?

Heritage offer an Advisory service where we will look after your investments or a Non Advisory service where we provide you with the facility to make your own investment decisions. For details of the charging structures of each, click on the appropriate link below.

For details of our Advisory Fee Tariff, click here.

For details of our Non Advisory Fee Tariff click here