Welcome to Hereford Group of Companies

The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth and has grown into a leading wealth management concern. The Hereford brand has become synonymous with financial services and advice across the three major centres of South Africa, namely Johannesburg, Cape Town and Durban.

By our commitment to building and developing complementary affiliate relationships with companies both locally and abroad, the Hereford Group has become a dynamic force in the financial services arena.

Our fundamental business is the provision of sound financial advice and the professional administration and management of our clients' assets ‚ our individual clients as well as our corporate clients. Our services and solutions are tailored to meet the needs of each and every one of those clients.

Hereford Financial Services

Hereford Financial Services provides an extensive range of financial services including retail investments, investment management, corporate benefits, life assurance, and strategic investments.We focus on holistic balance sheet management, i.e. management of our client's assets as well as their liabilities.

We aim to provide tailor-made financial solutions for each of our clients in order to help them firstly "create" wealth and ultimately to manage and "protect" their wealth. We ensure that whatever structure or solution we put in place is both tax and cost efficient for our client.

Our commitment to excellence, underpinned by our highly skilled and qualified staff, along with our advanced systems and processes differentiates our total service and administration environment from that of our competitors.

Our Philosophy

In order to ensure long and lasting relationships with every client, we place emphasis on obtaining a genuine understanding of our client's needs and requirements, and in doing so meet their objectives.

Our cornerstones remain the highest levels of professionalism, discretion, confidentiality and the provision of specialist expertise.

The personal relationships on which our success is based will continue to provide our clients and their families with the financial peace of mind that their future generations will benefit from today's wise financial planning and management decisions.

In meeting the rapidly changing financial challenges in South Africa, Hereford will continue to build on its cornerstones of professionalism, discretion and personal attention.