Heritage Financial Management

Independent financial adviser  Chiltern House,, Henley on Thames, RG9 1AT
FCA authorised
Last authorised 13th September 2021
A simple Independent Mortgage & Protection Advice service, tailored to your needs; along with an Independent panel of Conveyancers & Surveyors. We will guide you from start to finish until you have the keys in your hands!
We can advise you on
Bad credit
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
Equity release
Flexible mortgages
High loan to value
Mortgage protection
Next home / Remortgaging
Right to buy
Self-employed mortgages
Meet our advisers
Mr Sam Keena
About us

Independent Mortgage Advisers offering whole of market advice specialising in all aspects of mortgage funding; including exclusive products for those with specialist needs, along with mainstream lending for First Time Buyers & Homemover’s, to the more challenging requirements of Impaired credit & or Commercial Lending.

Heritage Financial Management is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

Our services

Heritage Financial Management has over three decades of experience in helping people achieve their financial dreams and aspirations in not only the Mortgage Advice market but also as Wealth Management Independent Financial Advisers.

Our focus on your everchanging financial needs are met with our recommendations based on the best designed solutions specifically to always put you our valued client ahead of the curve, with a solid foundation to spring from. Speedy, clear communications and personalised confidential service, backed by an experienced team and delivered with empathy and integrity.

Preferred clients
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Your home may be repossessed if you do not keep up repayments on your mortgage.

Chiltern House,, 45 Station Road, Henley on Thames, RG9 1AT

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