About Heritage | Independent Financial Advisers in Wales

About Heritage Financial Planning

We aim to simplify the financial challenges you face, by creating and protecting your wealth for you and your loved ones.

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Independent Financial Advisers in the North West

Heritage is an Independent Financial Advice practice that has been helping families protect their wealth for over 20 years.

As we are a small, family run business, we can apply a personal touch, unlike large corporate firms in which you will be treated as a number and passed from adviser to adviser. We are very proud of the fact that many of our clients have been with us for generations.

Our Values

We have four core values that are reflected in everything we do here at Heritage

1. Look After People

The very top of our values is to "look after people" and on that we have a saying here at Heritage "don't do for someone that which you would not do for your own Mother". This is at the very forefront of our minds when we are helping you make decisions that could ultimatley affect the rest of your lives. We believe there are no short cuts in life and no better long term strategy for your business that doing a good job for people.

2. be Transparent

This is something we believe is unfortunately lacking in our industry and something we have set out to change. You will find no hidden charges in the small print here. We will always be clear and straight with you right from the get-go so there will be no unwanted surprises later down the line.

3. Empower Financial Wellness

One of the biggest stresses in most people’s lives is financial uncertainty. At Heritage we are dedicated to try and reduce financial stress and promote financial wellness for all of our clients. We achieve this through our compassionate and personalised guidance. One of our main goals is to try and alleviate some if not all of the stress that can be associated with the world of finances and money.

4. Deliver Excellence

We believe it is the details that matter and we aim to provide you with a first class service from the start to the finish.

Meet The Team

Heritage Financial Planning are a small, family-run, independent financial advisers. Here are the  members of our friendly team…

Alex Norman-Jones - Chartered Wealth Manager

Alex Norman-Jones

Chartered Wealth Manager
George Middlehurst - Chartered Financial Planner

George Middlehurst

Chartered Financial Planner
Nick Middlehurst-Independent Financial Adviser

Nick Middlehurst

Independent Financial Adviser
Google Rating
5.0
Based on 32 reviews
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Our Customer Reviews

You will always be treated as a person and not a number, with many of our clients having been with us for decades. Click here to take a look at our customer reviews, or if you want you can leave us one you can click on the button below.

Have a question? Message us and we can arrange a time to call you.

We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home. You will always be treated as a person and not a number, with many of our clients having been with us for decades.