About Us

Heritage Financial Consultants is an Independent Financial Services Provider, registered as an authorized Financial Services Provider with the Financial Services Board.

Heritage came into existence some 24 years ago. Over the past 12 years, Anthony Cohen ran Heritage while also managing his own Company, Miall Financial Services. In March 2012 he acquired Heritage and merged the two companies into Heritage Financial Consultants. Now Heritage can offer a diverse range of financial products and services, and has strong and unique relationships with clients and providers alike.

Our philosophy works on the understanding that markets are not always rational and that quantitative and qualitative research is the best way to safeguard and promote the interests of clients. We understand that our clients require personalised service in a constantly evolving marketplace.

Our highly qualified and experienced financial planners aim to provide sound financial advice which takes into account a comprehensive view of all aspects of the clientsÂ’ needs.