Heritage Financial Management Ltd

Independent Financial Adviser  178 Newton Drive, Blackpool, Lancashire, FY3 8JD
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FCA authorised
Last authorised 26th July 2021
Everyone of our clients benefit from an attentive personal service taking their own needs and plans into account.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
MR Paul Whitehead
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

178 Newton Drive, Blackpool, Lancashire, FY3 8JD

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