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Our Core Values

First things first – So, what are Core Values? Every company has them, regardless of size. They inform how a company interacts with their staff, clients and stakeholders as well as how the business plans for the future.

At Heritage Wills, our Core Values guide us in making decisions, tell people who we are and above all motivates our staff to be the best they can.

We regularly review them to ensure that they are consistent with how we work and how we interact with you. For example, we receive testimonials and feedback from our clients on their experience with us. Our clients leave feedback on our Google My Business page and Facebook pages. We look at the words and phrases used to make sure they are consistent with our core values.

As an organisation, we are very passionate about making a difference in our local community. This commitment has helped shape our Core Values and what we do. For example, we continually review and challenge our processes to ensure they are as client friendly as possible. In addition, it also helped us to win a “Highly Commended” award for Community Involvement at the British Wills and Probate Awards.

Core Value - People focused

People focused

Making every individual feel valued without exception

Core value - Accountable


Answerable to everyone and always prepared to take responsibility

Core value - Approachable


Providing a friendly, professional and open environment

Core Value - Collaborative


Actively promote the benefits and values of working together

Accreditations and Partners

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