The Heritage Partnership
"The Heritage Partnership is a financial advisory firm that specializes in providing customized, goals-based financial planning solutions to affluent individuals, family offices, trustees, charities, and businesses. Our team takes responsibility for our clients' financial goals as if they were our own, implementing and managing tailored strategies to help preserve their wealth over the long term. Our focus on goals-based financial planning ensures that we connect our clients' current financial situation with their future objectives, while maintaining the highest levels of ethics, honesty, and professionalism. Choose The Heritage Partnership for a personalized and tailored approach to achieving your financial goals."
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URL Source: http://theheritagepartnership.com/
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Wealth Management & Financial Advisers Singapore | THP
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Senior Partner Practice of St. James's Place (Singapore) Private Limited
- Home
- About Us
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- Group Life, Critical Illness and Disability Cover
- Key Person Insurance
- Financial Wellness Programme for Employees
- For you & your family
- Knowledge Centre
- Client area
- About Us
- Our services
- For you & your family
- Advisory & Discretionary Investments
- Retirement Planning
- Legacy and Multi-Generational Wealth Planning
- Repatriation Solutions
- Education Fees Planning
- Tax Efficient Investment Planning
- Personal and Family Health Insurance
- Personal Life, Critical Illness and Disability Cover
- Private Client Service
- For your business
- Investment Management
- Corporate Insurance and Shareholder Protection
- Employee Savings and Investment Schemes
- Group Health Insurance
- Group Life, Critical Illness and Disability Cover
- Key Person Insurance
- Financial Wellness Programme for Employees
- For you & your family
- Knowledge Centre
- Client area
- Contact
Wealth Management & Financial Advisers Singapore
The Heritage Partnership brings together financial planning experts that take great care in building you a lasting legacy. As a Senior Partner Practice of St. James’s Place (Singapore) Private Limited, we provide a comprehensive range of financial services that enable us to connect your situation today with your goals for tomorrow.
Our 4 Pillars
Personal
Proactive
Principled
Prosperity
Where are you
in your journey to
financial success?
Goals-based financial planning
We recognise that everyone’s financial journey is different, that’s why our approach to financial advisory is purely based on your goals for the future.
We take great care in understanding your financial goals, background, priorities and aspirations, while keeping in mind that your situation can change over time.
To provide peace of mind throughout your life, we work with you in three phases:
Plan
A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.
Design
Designing a financial portfolio that considers your priorities, timeline, your attitude and capacity for risk.
Review
We will help you to identify the gaps in your financial health, prioritise your goals, optimise your planning, even when unexpected life events occur, helping you stay on track to reaching your goals.
Our ongoing partnership with you
By putting you at the centre of everything we do, we take the time to understand your goals in order to deliver solutions that are most relevant to you.
For you & your family
High-value advice and services that can help you achieve the best possible financial future for you and your generations to come.
For your business
A complete range of financial planning services for businesses, trustees, charities and family offices, with the benefit of a single relationship.
“I have been working with Charles for a number of years and find him to be a very knowledgeable and competent individual. He sets realistic expectations, provides regular updates and has a good understanding of my financial needs which he has matched to suitable investment products. He shares his own views on global financial matters and often backs this up with factual information. Overall my investments have been well managed and I have been happy with Charles thus far. With this in mind, I would happily recommend Charles to be a competent Partner of the firm with time spent with him to be worthwhile.”
Shane Sampson | Regional Director, Westpac Bank
James has been advising me for a number of years now and I am extremely grateful for his honest and sincere guidance. I am a firm believer that the key to a strong relationship is trust, and unquestionably I trust James. He is not only an excellent finance adviser, but more importantly, a wonderful friend.
Ben Lewis | Vice President, APAC, Deutsche Bank
I am a client of James’s and he has continually impressed me with his expertise and attention to detail. Unlike other financial planners I have come across I never feel like James is selling me anything. Instead he listens to my needs and provides me with a selection of potential solutions which we go through so I can make the best decision possible.
David Finnerty | FX Strategist at Bloomberg
For the first time in 7 years of having financial reviews with an finance adviser, I actually enjoyed one. The review did not consist of a series of excuses as to why my savings had done badly over the previous period followed by pressure to invest more into a failing investment. The performance of my investment spoke for itself despite the extremely challenging times. It was so pleasant for Charles not to have to make excuses because he had done exactly what he said he would do. To be actually able to look forward to my investments being well managed rather than fearing my capital was continuing to dwindle despite the additional amounts I was investing was a great relief.
Bruce Pucknell | Technical Director, Mott MacDonald
James is an impeccable individual with tremendous insights into his clients’ requirements relating to investing and wealth creation. His patience and understanding of his clients’ needs on their current and future state is a great attribution to him. James is very focused on delivering structured advice for his clients. His thought leadership and advocacy to bringing his clients together at various forums is a testament of his continued drive towards building his practice. I have personally had the pleasure of working with James, including being a client of his, and will continue to be so in the next 20 years. James would be a welcome asset to any Wealth Management practice he joins.
Manoj Mistry | Managing Director at IBOS Association
James always offers good options that fit my situation, based on good knowledge and it’s always presented in a calm and pleasant discussion – no hard sell. And in three years so far my investments have reliably performed very well, and often impressively. I’ve been with several financial advisers and companies over the years, the service and performance with James is a step change.
Tim Goatcher | Front End Development Manager. Shell
In my varied experience of financial advisers, Charles is something of a rare beast in that he engenders trust, and confidence combined with a highly engaging and considerate manner where you are viewed as a multifaceted human, not just a customer. He has done a fantastic and complex job of unwinding me from an ineffective investment platform during my spell in Hong Kong and Singapore, that has now more than bounced back. He has also consolidated the rather messy collection of pension pots I had accumulated over multiple career changes in the past 35 years that are now consistently performing above my expectations. As I approach retirement Charles is helping me and my wife navigate the important decisions we have to make including but also way beyond the scope of my SJP holdings – I couldn’t ask for a better all-around wealth management adviser.
Andrew Walker | Director, ISG
Overall I am very happy with Charles’ advice and the fund performance – there has been a fair bit of active management as my job ended in late 2019 during a corporate takeover and I am now effectively retired. Charles has been very diligent in ensuring he understands what I want to do and then offering solutions with good guidance – we hold regular meetings which I find worthwhile and workmanlike. The return on investment picked up immediately on transferring my funds to St James’s Place and I now feel comfortable that I am in good control of my retirement plans.
By way of example, I transferred an investment in managed fund (equities) from a bank in 2020 which I had held for more than 5 years – and it had returned less than 5% in total on the investment. In a slightly shorter period my St James’s Place managed fund recommended by Charles had returned more than 30%.
John Bell
I am very pleased with St James’s Place and especially Charles Edwards and his team at the Heritage Partnership. They are very efficient and knowledgeable. Charles is always ready to offer advice and suggestions for my investment portfolio and answer my questions. I have seen significant growth, especially this past year, even getting through the Covid financial crisis with calm guidance and advice. I would have no hesitation in recommending Charles to other potential investors.
Philip Snook | Regional Director, Railway Engineering Company
“I have been working with Charles for a number of years and find him to be a very knowledgeable and competent individual. He sets realistic expectations, provides regular updates and has a good understanding of my financial needs which he has matched to suitable investment products. He shares his own views on global financial matters and often backs this up with factual information. Overall my investments have been well managed and I have been happy with Charles thus far. With this in mind, I would happily recommend Charles to be a competent Partner of the firm with time spent with him to be worthwhile.”
Shane Sampson | Regional Director, Westpac Bank
James has been advising me for a number of years now and I am extremely grateful for his honest and sincere guidance. I am a firm believer that the key to a strong relationship is trust, and unquestionably I trust James. He is not only an excellent finance adviser, but more importantly, a wonderful friend.
Ben Lewis | Vice President, APAC, Deutsche Bank
I am a client of James’s and he has continually impressed me with his expertise and attention to detail. Unlike other financial planners I have come across I never feel like James is selling me anything. Instead he listens to my needs and provides me with a selection of potential solutions which we go through so I can make the best decision possible.
David Finnerty | FX Strategist at Bloomberg
For the first time in 7 years of having financial reviews with an finance adviser, I actually enjoyed one. The review did not consist of a series of excuses as to why my savings had done badly over the previous period followed by pressure to invest more into a failing investment. The performance of my investment spoke for itself despite the extremely challenging times. It was so pleasant for Charles not to have to make excuses because he had done exactly what he said he would do. To be actually able to look forward to my investments being well managed rather than fearing my capital was continuing to dwindle despite the additional amounts I was investing was a great relief.
Bruce Pucknell | Technical Director, Mott MacDonald
James is an impeccable individual with tremendous insights into his clients’ requirements relating to investing and wealth creation. His patience and understanding of his clients’ needs on their current and future state is a great attribution to him. James is very focused on delivering structured advice for his clients. His thought leadership and advocacy to bringing his clients together at various forums is a testament of his continued drive towards building his practice. I have personally had the pleasure of working with James, including being a client of his, and will continue to be so in the next 20 years. James would be a welcome asset to any Wealth Management practice he joins.
Manoj Mistry | Managing Director at IBOS Association
James always offers good options that fit my situation, based on good knowledge and it’s always presented in a calm and pleasant discussion – no hard sell. And in three years so far my investments have reliably performed very well, and often impressively. I’ve been with several financial advisers and companies over the years, the service and performance with James is a step change.
Tim Goatcher | Front End Development Manager. Shell
In my varied experience of financial advisers, Charles is something of a rare beast in that he engenders trust, and confidence combined with a highly engaging and considerate manner where you are viewed as a multifaceted human, not just a customer. He has done a fantastic and complex job of unwinding me from an ineffective investment platform during my spell in Hong Kong and Singapore, that has now more than bounced back. He has also consolidated the rather messy collection of pension pots I had accumulated over multiple career changes in the past 35 years that are now consistently performing above my expectations. As I approach retirement Charles is helping me and my wife navigate the important decisions we have to make including but also way beyond the scope of my SJP holdings – I couldn’t ask for a better all-around wealth management adviser.
Andrew Walker | Director, ISG
Overall I am very happy with Charles’ advice and the fund performance – there has been a fair bit of active management as my job ended in late 2019 during a corporate takeover and I am now effectively retired. Charles has been very diligent in ensuring he understands what I want to do and then offering solutions with good guidance – we hold regular meetings which I find worthwhile and workmanlike. The return on investment picked up immediately on transferring my funds to St James’s Place and I now feel comfortable that I am in good control of my retirement plans.
By way of example, I transferred an investment in managed fund (equities) from a bank in 2020 which I had held for more than 5 years – and it had returned less than 5% in total on the investment. In a slightly shorter period my St James’s Place managed fund recommended by Charles had returned more than 30%.
John Bell
I am very pleased with St James’s Place and especially Charles Edwards and his team at the Heritage Partnership. They are very efficient and knowledgeable. Charles is always ready to offer advice and suggestions for my investment portfolio and answer my questions. I have seen significant growth, especially this past year, even getting through the Covid financial crisis with calm guidance and advice. I would have no hesitation in recommending Charles to other potential investors.
Philip Snook | Regional Director, Railway Engineering Company
“I have been working with Charles for a number of years and find him to be a very knowledgeable and competent individual. He sets realistic expectations, provides regular updates and has a good understanding of my financial needs which he has matched to suitable investment products. He shares his own views on global financial matters and often backs this up with factual information. Overall my investments have been well managed and I have been happy with Charles thus far. With this in mind, I would happily recommend Charles to be a competent Partner of the firm with time spent with him to be worthwhile.”
Shane Sampson | Regional Director, Westpac Bank
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The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in Singapore represent St. James’s Place (Singapore) Private Limited, which is part of the St. James’s Place Wealth Management Group, and it is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851. St. James’s Place Wealth Management Group Ltd Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 02627518. © 2021 The Heritage Partnership. All rights reserved
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