Heritage Financial Management Ltd was founded in 2009 by Managing Director Paul Whitehead, who has worked in the financial services profession since 1975. This means that your finances will benefit from 40 years of experience and expertise. We're fully regulated by the Financial Conduct Authority, so you can rest assured that you're dealing witrh professionals who will place your aspirations uppermost.
We're completely independent from all banks, building societies and insurance companies and our advice is therefore totally unbiased. We're not trying to meet sales targets - we're here to help you make the most of your money. To enable us to do this we'll take account of your current financial position and your future requirements before looking at all the available options before recommending a course of action to you.
178 Newton Drive, Blackpool, Lancashire, FY3 8JD
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