Heritage Financial Planning

Heritage Financial Planning is a family-run independent financial advisory firm that has been providing financial advice for nearly 30 years. They specialise in helping clients with retirement, income optimisation, and financial guidance.
  • Remortgages
  • Financial Advice
  • Pensions & Retirement
  • Savings & Investments
  • Equity Release Advice
  • Mortgages for Teachers
  • Mortgages for Dentists
  • Inheritance Tax Planning
  • Mortgages for Contractors
  • Mortgages for First Time Buyers
Size
Small
Phone
01352 770 845
Website
heritage-fp.co.uk
Email
Available in Endole App
Locations
1 Heritage Square, CH7 4PD
01352770845
6 Margaret St, BT34 1DF
08453888176
10:00 - 17:00
Digital Popularity
Social Media
Competitors
Vantreo Wealth Management
Vantreo Wealth Management is an independent financial advice service dedicated to achieving the best possible outcomes for clients.
Company Details
Heritage Financial Planning is operated by Heritage Financial Planning Limited and is a Active company incorporated on 28 June 2018 with the registered office located in Chester, Cheshire. Heritage Financial Planning Limited was registered 7 years ago.
Status
Active
Size
Micro
Directors
3
Age
7 years old
Employees
5
Turnover
Unreported
Total Assets
£731.46K
Cash in Bank
Unreported
Total Liabilities
-£573.89K
Nicholas Stopford Middlehurst
Director • Financial Adviser • British • Lives in UK • Born in Mar 1961
Mr George Middlehurst
Director • British • Lives in Wales • Born in Nov 1994
Alex Norman-Jones
Director • British • Lives in UK • Born in Feb 1993
Mr Nicholas Stopford Middlehurst
PSC • British • Lives in UK • Born in Mar 1961
More information on Heritage Financial Planning Limited
Teams
All
2
Management
1
Other
1
Alex Norman-Jones
Director And Chartered Wealth Manager • Joined May 2022
George Middlehurst
Director • Joined Feb 2023
George Middlehurst
Director • Joined Feb 2023
Alex Norman-Jones
Director And Chartered Wealth Manager • Joined May 2022