Inside Information

There are many faces to the team that make up Heard Financial.  We would like to introduce Alice and Claire, while they may not be familiar faces to many of our clients, they are integral to the professionalism and service that we provide.
While chatting to them both, we were keen to explore what they perceive to be contributing factors to the Heard Financial point of difference.
“I think the greatest strength of Heard Financial is having the best interest of our clients as our priority.  Our team values are very client-centric, and our standard of service and work ethic support this focus.
Our professionalism is reinforced by the respect and regard we have from our product and service providers.
Sure, we do work hard, and that enables me to grow personally and professionally.” AM
“Our personalised customer service is outstanding. Our team contains a wealth of knowledge across all areas of the financial realm, and we compliment each other by the assets and experience that we bring together.  Our small team is hard-working, which makes the friendly atmosphere and supportive nature so important.” CB

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