The year 2012 marked the start of a new chapter for the group when they officially signed the National Distribution Partnership agreement with the Liberty Group, making Hereford a senior partner within the group.
As a financial advisory group, Hereford provides an extensive range of advisory services including personal financial planning, investment management, employee benefits, private wealth management, healthcare solutions, short-term insurance, broker support and practice management.
The recruitment and retention of quality advisers is an important factor in the wealth planning industry. With Liberty's financial adviser proposition they achieved this and will continue to do so.
Hereford George, an affiliate of Liberty, is still the same friendly office at the same address with the same wealth planners you have come to know and appreciate. They are not closing doors as the rumours imply, instead they have found new and innovative ways to move forward.
In order to ensure long and lasting relationships with every client, they place an emphasis on obtaining a genuine understanding of their client's needs and requirements and, in so doing, meet their objectives.
The personal relationships on which their success is based will continue to provide their clients and their families with the financial peace of mind that future generations will benefit from.
Golf day
The Hereford Group had their annual golf day on Friday 16 May where they invited some of their existing and future clients to come and meet Hereford George.
Although the weather did not play along, they made the day a day to remember for all, with good laughter and some even enjoyed a day of golf while others wished they could forget they played.
No matter how good or bad the golf was, this was a day to thank clients for their support and the belief they have in Hereford as a company.
They invite you to come and have some coffee at their offices in Church Corner.
Golfers who took part in the Hereford Group golf day relax on the all-important 19th hole.
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