Heritage Wealth Management Ltd
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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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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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
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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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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Long term care
- Long term care
1 Heritage Square, Treuddyn, Flintshire, CH7 4PD
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.
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.
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