Heritage Wealth Partners was founded by Richard Sharp in 2015 and has been established to be a pioneer in the financial advice industry. We are predominantly Investment Specialists with a focus on Advanced Investment Structures.
We do not believe in following the pack and maintaining the status quo but rather we are constantly looking for ways to add value for our clients. We aim to become an inspirational brand within the South African market and focus on Business Owners, High Income Professionals and those with an Entrepreneurial Spirit.
We choose to partner with our clients and provide them with everything from advice to servicing of their existing portfolio. We believe in on-going advice and strategic interventions which continue to enhance our client’s return on investment. Our unique approach enables us to offer solutions where other advisory firms don’t even see the problem. HWP can provide Investment Portfolio’s with dramatically reduced fees and very high returns that are diversified across global asset classes and Indices.
Because we work alongside Strategic Business Partners to develop these unique solutions we ensure that we maintain a competitive advantage in the marketplace.
Actively Managed Low Fee Funds
Share Portfolios/Tax Structures
We have applied a data driven approach to life insurance as a value add for our clients
I have consulted to SA’s top CEO’s, Executives and Entrepreneurs over 10 years, this experience gave me the vision to create Heritage Wealth Partners. Our purpose is to enhance the lives of our clients and unlock value through Advanced Investment Structures. Our clients achieve greatness and expect the same from their Investment Portfolio, mediocrity is not acceptable. Our hands on approach enables us to build relationships while we create wealth.
Our process is transparent, with a strong emphasis on relationships with our clients and service providers. We believe in partnering with our clients on their journey to financial health.
We have worked with Richard from the very inception of Outsourced CFO through start-up and scale-up phases. He is a professional of the highest quality and integrity and has provided us with invaluable piece of mind on our journey, backing us from early on. I would unreservedly recommend Heritage Wealth to any founder team that is serious about growing their business and investment portfolio.
Richard has been my financial advisor since 2011. He is trustworthy, reliable and has a finger on the pulse of relevant developments so that my needs are well catered for. What really sets him apart is that I honestly believe that his financial advice is motivated from an attitude of wanting to make sure that I am maximizing my “wealth potential” in the broadest sense of the definition.
Passion, intimate product knowledge and a genuine interest in achieving the best results for clients is what makes a truly successful Financial Adviser. Richard has this in spades, but it is his professionalism and integrity that really sets him apart. His dedication to his clients and his business excellence is exceptional and I would highly recommend him to anyone wanting to establish a lifelong trust relationship while achieving better financial outcomes.
We have been a client of Richard’s since 2011. In the fast changing landscape of personal financial services, you can rely on Rich to find you the best deal and to move to a new better plan when the landscape changes. Rich has the inside track to great investment opportunities which normally would not be accessible to the average investor. Generally, he is an all-round nice guy that is always willing to help in any situation. I can recommend Richard many times over.