Heritage Financial Management Ltd
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Mortgages
- 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Small business
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Group pensions
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Long term care
- Long term care
178 Newton Drive, Blackpool, Lancashire, FY3 8JD
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.
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