Heritage Financial Solutions Ltd are Independent Financial Advisers, this means we are not tied to any provider or bank. We advise on a wide range of financial planning areas including: Investment Planning, Retirement Planning, Estate Planning, Mortgage Planning, Protection and Taxation Planning. Our aim is to help our clients save money, make money and protect their money.
We can help you make sense of your finances by ensuring we understand your priorities and objectives; we then use our experience and expertise to help you achieve your desired goals. 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.
Although we are based in Mold, Flintshire, North Wales, we have clients throughout the UK who value and depend on our ongoing service and advice. Technology allows us to provide the same service at a distance as we do face to face.
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.
We aim to provide our clients with professional financial planning combined with an ongoing service that 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 will any of the process be motivated by fees.
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 can help 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 advisers.