Our diverse range of financial services cover the full spectrum of requirements you may need. Whether you are currently focused on growing your wealth, managing it, or preserving it, our services to individuals are just that: individualized to cater for your particular needs. It’s this kind of personalized focus that has set us apart from the rest, and will set you up for real financial freedom both now, and in the decades to come.

Investment Management

After defining your investment goals, we’ll create a personalized strategy to help you reach them.

Personal Financial Planning

How you make your money is your business, expert financial planning, wealth protection and management is ours.

Wealth Management

Adept at managing the personal wealth of high-net-worth individuals, our Private Wealth specialists provide an unparalleled level of service and expertise.

Fiduciary Services

Hereford Fiduciary is a partnership with specialist fiduciary attorneys to bring together professional input and personalised care with regards to your estate planning, will, trust structuring and trust management.

Domestic Insurance

Let us assist you in assessing your exposure to losses and determining your unique insurance and risk management needs.


Renowned for developing an integrated medical scheme strategy for our clients, we’re able to accommodate both Individual and Group Memberships.
How can we help grow, preserve or protect your wealth? Speak to a Hereford Financial Specialist now.