Our Financial Planning Services

Stocks & Shares ISAs, Investment Bonds, Investment Accounts and more
From Personal Pensions to Auto Enrolment for Businesses
Protect your family from Life Assurance to Income Protection
Re-Mortgages, First Time Buyers, Buy to Lets and Adverse Credit

About Heritage

At Heritage Financial Solutions Ltd based in North Wales & Chester, 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 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:

  • Mortgaging to a better mortgage deal
  • 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 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, that’s what makes us a connected IFA in North Wales & Chester.

Contact Us

Free No Obligation Initial Meeting
See how our 100 years of combined experience can help your financial planning.

Financial Planning

Whether you are looking to save money, make money or protect your money, we have the financial expertise to understand your goals, research the whole of the market and tailor solutions which will meet your individual needs.

Heritage Financial Solutions brings together specialists in the fields of financial planning, investment management, pension planning, mortgage planning, taxation and trust law.

One of the unique aspects of our business is our Investment Proposition. The team draws on the knowledge of an investment committee with over 100 years of combined experience. One of our investment committee members has been an award winning Fund Manager, allowing us to ensure our Investment Proposition is unique, creditable and successful.

Portfolios Designed for You

UK Equities
USA Equities
European Equities
UK Fixed Interest