Heritage Financial Solutions Ltd is a Directly Authorised Independent Financial Advisory firm, which means we report directly to the Financial Conduct Authority. Heritage has a great reputation of providing high quality holistic advice where the client is central in the ethos and management of the company. Because of this and along with our investment process, back office systems and administration support, local advisers continue to join our business.
As such we have taken on a number of local firms as Appointed Representatives of Heritage Financial Solutions Ltd, that we believe mirror our ethos along with strictly adhering to our processes. We closely support and monitor these businesses to ensure they continue to adhere to our beliefs.
Our Appointed Representatives
Heritage Wealth Management Ltd – Founding Independent Financial Advisory Firm
Heritage Financial Solutions Ltd was born from the success and continued expansion of Heritage Wealth Management Ltd. Established over 4 years ago, Heritage Wealth still continues to provide a unique and bespoke wealth management service to High Net Worth Clients and Business Directors across the North Wales, Wirral & Cheshire Area.
Keystone Property & Mortgage Centre Ltd – Estate Agency & Mortgage Advisers
You will always receive a warm welcome at Keystone Property & Mortgage Centre. They are well equipped to assist you with all your property needs – whether you’re looking to buy, sell, rent or let a property in Deeside, Flintshire or beyond. Their aim is to help customers achieve their goals and this shows in their track record.