1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Flintshire
  8. breadcrumb-arrow
  9. Treuddyn
  10. breadcrumb-arrow
  11. Heritage Wealth Management Ltd

Heritage Wealth Management Ltd

Independent Financial Adviser  1 Heritage Square, Treuddyn, Flintshire, CH7 4PD
check
FCA authorised
Last authorised 28th June 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

1 Heritage Square, Treuddyn, Flintshire, CH7 4PD

Similar advisers near you

The Wealth Coach
Independent Financial Adviser 1.74 mi
Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
 
See profile
The Private Office
Independent Financial Adviser 3.81 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Financial Fortress Ltd
Independent Financial Adviser 5.14 mi
Jargon free experts providing friendly and independent financial advice. Specialists in everything pension, investment, mortgages and insurance related! Honest, transparent and value for money advice.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 5.43 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.
 
See profile