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About Us

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Here at Heritage Financial Solutions Ltd we advise on a wide range of financial planning including: Investment Planning, Retirement Planning, Estate Planning, Mortgage Planning, Protection and Taxation Planning. Our aim has always been to help our clients save money, make money and protect their money.

Heritage Financial Solutions Ltd was born from the success and continued expansion of Heritage Wealth Management Ltd, which from inception offered a truly independent, honest and transparent advice proposition which was always conducted on a fee based service. Heritage Financial Solutions Ltd has allowed those same ethics to continue but on a larger scale, allowing a great number of clients to benefit from our experience and service. Despite our growth we still pride ourselves on being ‘Big Enough to Cope, Small Enough to Care’.

We can help you make sense of your finances by ensuring we understand your priorities and objectives, then using our experience and expertise, help you to achieve them. Heritage Financial Solutions Ltd realise that the assets you have worked hard to save need to be protected and invested wisely. Life is not always plain sailing – your financial situation may change, as may your priorities. Our clients know they can trust us to steer them through the financial consequences of whatever life may bring.

Our History

Heritage Financial Solutions Ltd was formed from its sister company Heritage Wealth Management Ltd, which has been a successful wealth manager for several years. Heritage Financial Solutions was created to enable these expertise to be accessed by a broader audience, and importantly offer greater services such as Mortgages and Will Writing.

Our Principles

To provide our clients with professional financial planning combined with ongoing service, which is easy to understand and meets all of your financial needs, totally independent in outlook, and effected in a personal and caring manner.

Treating Customers fairly is our only target, we don’t have sales/fee targets which we believe can distort an advisers motivation and take the aim of providing excellent advice away. At no stage dealing with Heritage Wealth Management Ltd will any of the process be motivated by fee’s.

Overall our aim is, by agreement, to build a long term business relationship with regular reviews of your objectives, mindful of changes to personal circumstances and other factors such as legislation that over the long term helps you achieve your financial goals.

We want to help you to sustain and grow your long-term wealth, and protect it too, by providing you with access to financial planning services and products from across the whole of the market. We are therefore truly independent financial adviser