Financial solutions for everybody
This financial services website has been designed to cater for both existing and new clients. We can facilitate non-advisory (execution only) and advisory business. We provide all the tools you will need to transact the right type of business that suits you. Please click on the Gateways below to further explore each of the different services we offer.
For non-advisory business there are no report fees to pay to us and all of our 2,000 funds have 0% initial charges and if you need to save time on researching the funds, we provide a list of our top 100. Also provided is a protection quotation system which has been set-up to rebate 50% commission to produce competitive premiums.
If you need a helping hand or maybe too busy to make your own arrangements, then wherever you live within the UK, we provide an advisory service with full support from our financial consultants. We are experienced at advising clients long distance. Everything you will need is within this website. There are no paper applications as they are all produced on-line.
We provide access to Heritage Wealth Management, our own investment platform, administered by Standard Life and, if required, provide a high standard on ongoing services. You will have access to Cash accounts, Cash or Stocks & Shares ISA, unit trusts, OEICs, investment trusts, offshore investment bonds, VCT, EIS, ETF, stockbroking through Selftrade and SIPP; all available in one place. You will be able to securely access your account 24/7 to obtain valuations.
What We Offer
- Heritage Wealth Management
- 0% initial charges on over 2,000 funds
- Over 900 funds with an Annual Charge of 1% or less
- Large fund discounts
- Select your own funds
- Check out our top 100 funds
- Join our portfolio management service
- Our range of Actively Managed Funds
- Our range of Tracker Funds
- Stockbroking facilities through Selftrade
- Tax reducing products EIS & VCT
- Discounted life & critical illness, income protection
- Monthly news e-letter
Mix and match funds from all the major investment groups - Aberdeen, AEGON , Artemis, AXA Framlington, Baillie Gifford, Blackrock, F&C, Fidelity, First State, Invesco Perpetual, Investec, JP Morgan, Jupiter, Henderson New Star, M&G, Martin Currie, Neptune, Newton, Schroder, Standard Life, Threadneedle