Heritage Financial Management Ltd

Independent Financial Adviser 178 Newton Drive, Blackpool, Lancashire, FY3 8JD
FCA verified
17th June 2019
Everyone of our clients benefit from an attentive personal service taking their own needs and plans into account.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group pensions
    • Long term care
Meet our advisers
Paul Whitehead
Managing Director
Where to find us

178 Newton Drive, Blackpool, Lancashire, FY3 8JD

About us

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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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