Heritage Financial Management

Independent financial adviser  Chiltern House,, Henley on Thames, RG9 1AT
First meeting at adviser's own cost
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
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
10/10
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FCA authorised
Last authorised 10th May 2021
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.

Where to find us
Head office address: Chiltern House,, 45 Station Road, Henley on Thames, RG9 1AT
Service coverage
Preferred clients
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
10/10
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FCA authorised
Last authorised 10th May 2021

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