Heritage Price Ferguson Ltd is a new joint venture company established by the principals of Heritage Mortgage Brokers, (Jim Sheather and Paul Glover), together with Price Ferguson Ltd.
Both companies have worked closely together for 15 years plus and only recently have we decided to formalise our business relationship.
The main objective of the new joint venture is to offer financial planning, investment and pension services to the client bank of Heritage Mortgage Brokers.
Price Ferguson Ltd has been running for 27 years and manages approximately £350 million of private client wealth of one sort or another.
The new joint venture will offer a range of investment management services, but also tax advice in addition.
Our clients
Our clients come from all walks of life. Having worked hard to get where they are, they want to make the very best of the wealth that they have, as well as understand their finances and have the reassurance that it is in good hands. If that is where you want to be, then we hope that you will come and talk to us.
Our expertise
We take great pride in the expertise of our advisers and staff. Not only are they encouraged and helped to achieve their professional qualifications, but of equal importance is their ability to communicate and explain recommendations in ways that are easily understood. Only then can our clients feel in control of their finances and be reassured by our advice. In short, we work hard to deliver our input in a straightforward and caring way.