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
Robert has worked within financial services for over 13 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.

Outside of work: Rob enjoys the outdoors

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.

Our Advisers

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

Usman Pervez CeMAP
Usman Pervez CeMAP
Mortgage & Protection Adviser
Usman is an 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

George Middlehurst BSc, Cert CII(MP)
George Middlehurst BSc, Cert CII(MP)
Operations
George is a graduate from the University of Leeds. George joins the Heritage team as a Trainee Technical Assistant and is currently working through his Diploma in Regulated Financial Planning.

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