Heritage Financial Solutions Ltd

About

Heritage Financial Solutions Ltd are Independent Financial Advisers in the North West, providing honest, transparent and holistic financial advice.

Story

At Heritage Financial Solutions Ltd, we provide transparent, high quality and independent financial advice across all areas of financial planning, covering investments, pensions, mortgages, protection, will writing, estate planning and business planning. Heritage Financial Solutions Ltd was born from the continued success and expansion of Heritage Wealth Management Ltd. Our new business was created to further allow a broader range of clients to benefit from our great heritage, experience and dedication to good honest advice.

Some of the many ways we help our clients Save Money, Make Money & Protect their Money:

- Remortgage to a lower interest rate with no fees
- Consolidate pension schemes into a lower cost pension plan
- Switch funds within an investment vehicle which match your objectives and risk
- Find cheaper life insurance by searching the whole of the market

We continue to pride ourselves on being approachable, friendly, knowledgeable and truly independent. Our highly experienced and qualified team of financial specialists have been providing ethical, professional and impartial advice for decades. We use our experience and expertise to translate your financial and lifestyle goals into plans that work for you.

One of our main strengths is our professional connections. Our ability to liaise with local estate agents, solicitors and accountants ensures your home purchase runs smoothly, your investment portfolio utilises the right tax structure and even your trust will have the desired outcome.