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  11. Heritage Wealth Management Ltd

Heritage Wealth Management Ltd

Independent Financial Adviser  1 Heritage Square, Treuddyn, Flintshire, CH7 4PD
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FCA authorised
Last authorised 17th May 2021
Treating Customers Fairly is our only target, we don't have sales/fee targets, which we believe can distort motivation.
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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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection 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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Nick Middlehurst DipPFS
Managing Director
About us

At Heritage Wealth Management Ltd we advise on a wide range of financial planning issues including: Investment Planning, Retirement Planning, Estate Planning, Protection and Taxation. Our aim is to help our clients make more from their money by providing the best information and the best service. We give advice that is bespoke to our clients needs. Heritage Wealth Management Ltd primarily fee based, independent advice and investment management services to private individuals, with investable assets usually in excess of £50,000.

Our services

At Heritage, we seek to create independent and bespoke financial planning solutions for clients both in North Wales and Cheshire. Our primary aim is to help you to meet your financial objectives and thereby the life goals to which you aspire for yourself, your family and your business.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

1 Heritage Square, Treuddyn, Flintshire, CH7 4PD

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