Heritage Financial Consultants Limited

Independent Financial Adviser Cadaques, Royce Way, West Wittering, Chichester, West Sussex, PO20 8LN
FCA verified
15th October 2018
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Philip Wills BSc (Hons) MSc DipPFS
Principal
Where to find us

Cadaques, Royce Way, West Wittering, Chichester, West Sussex, PO20 8LN

About us

Heritage Financial Consultants Limited have provided independent financial advice since 1998. We offer a face to face personal service where we work with you to provide comprehensive solutions to your financial needs.

From investment advice* and pension planning** to school fees planning, from buying your first home to advising on portfolios of buy to let mortgages and from ensuring your family are financially secure should you die prematurely or fall ill to preserving the family estate from taxes***.

All advice is totally independent with attention to your needs, our client testimonials illustrate our commitment to you.

From our Chichester office we advise clients in London and the Southern counties.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Heritage Financial Consultants Limited is registered in England and Wales under registration number 08794979.
Registered office address: Cadaques, Royce Way, West Wittering, Chichester, West Sussex, PO20 8LN.

*The value of investments and the income from them can go down. You might not get back the original amount invested.
** A pension is a long term investment the fund may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
***Tax treatment is based on individual circumstances and may be subject to change in the future.

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