The Heritage Team

Nick Middlehurst DipPFS
Nick Middlehurst DipPFS
Independent Financial Adviser / Managing Director
Nick Middlehurst is the Managing Director of Heritage Financial Solutions Ltd. With over 25 years experience in Financial Services, Nick brings a wealth of knowledge, along with an in-depth understanding of holistic financial planning, including estate planning and trusts.

Outside of work: Nick loves the outdoors from country walks to fishing.

Robert Lewis DipPFS, CertPFS (DM), Certs CII (MP & ER)
Robert Lewis DipPFS, CertPFS (DM), Certs CII (MP & ER)
Independent Financial Adviser / Operations Director
Robert, the Operations Director has worked within financial services for over 12 years, spending much of that time as a financial adviser for two leading high street banks, more recently as a technical adviser for a national asset manager. Rob is also a keen writer for the Financial Times Adviser.

Outside of work: Rob recently bought an old Victorian house and spends time renovating.

Our Advisers

Nigel Dale DipPFS, Cert CII(MP)
Nigel Dale DipPFS, Cert CII(MP)
Independent Financial Adviser
Nigel Dale is an experienced IFA & Mortgage Adviser who has been working in Financial Services for over 20 years. Nigel started his career working in the national life offices before making the move to become a diploma qualified, holistic financial adviser.

Outside of work: Nigel is a keen golfer and has an impressive handicap of 5.

Peter Williams CeMAP
Peter Williams CeMAP
Mortgage & Protection Adviser / Manager
Peter is an experienced mortgage and protection adviser with over 16 years experience in financial services. Whether you require a mortgage or income protection benefit of property insurance he can search the whole of the market to get the best solution. Pete also manages our small team of Mortgage & Protection Advisers

Outside of work: Pete regularly plays for his local rugby team, come rain or shine!

Keith Haughton CeMAP
Keith Haughton CeMAP
Mortgage & Protection Adviser
Keith is the latest member to join the Heritage team as a Mortgage & Protection Adviser. Based in Cheshire, Keith has over 20 years of experience in the Mortgage Industry.

Outside of work: Keith enjoys weekend breaks

David Follettt CeMAP
David Follettt CeMAP
Mortgage & Protection Adviser
David has over 30 years experience in Financial Services. Based in North Cheshire David is our dedicated representative for the Cheshire Police Federation, helping members with their mortgage planning needs.

Outside of work: David enjoys relaxing with the family

Ben Hardaker CeMAP
Ben Hardaker CeMAP
Mortgage & Protection Adviser
Ben is the latest member to join the Heritage team as a Mortgage & Protection Adviser. Based in North Wales, Ben formally served in the armed forces.

Outside of work: Ben is busy doing up his new house.

Usman Pervez CeMAP
Usman Pervez CeMAP
Mortgage & Protection Adviser
Usman is a Independent Mortgage & Protection Adviser. Based in the Halifax / Manchester area Usman will help expand our service area further into the North West. From landlords insurance to residential remortgages for the self employed, Usman can help source a great deal.

Outside of work: Usman is a keen fan on the gym and also takes part in Karate classes.

Support & Operations

Ella Catherall BSc, Cert CII(MP)
Ella Catherall BSc, Cert CII(MP)
Operations
Ella Catherall is a graduate from Bangor University with a Degree in Economics and Accounting, Ella joins the Heritage team as a Paraplanner. Ella is now a qualified Financial Adviser & Mortgage Adviser, Ella is a valuable member of the operations team.

Outside of work: Ella likes to go on mountain hikes with her much loved dogs.

George Middlehurst BSc
George Middlehurst BSc
Operations
George is a graduate from York University. George joins the Heritage team as a Trainee Technical Assistant and over the coming months will start his Diploma in Regulated Financial Planning.

Outside of work: George loves all things related to sports and keeping fit.

Rahail Ahmer
Rahail Ahmer
Business Development Manager
Rahail is our latest team member and joins us a Business Development Manager helping to maintain and drive new relationships in the North West, with a focus on the Greater Manchester area.

Outside of work: Rahail enjoys his city breaks

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