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Contact Heritage Financial Planning

Taking control of your finances can be an quite overwhelming, you can reach out to the team at Heritage Financial Planning to learn more about what’s best for you.

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If you want to talk to one of our team directly, feel free to give us a call or use the email address below.

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Our locations

We operate out of three locations across the north of England and Wales.

Mold, North Wales Office

1 Heritage Square,
Queen St, Treuddyn, Mold CH7 4PD

Liverpool Office

Rodney Chambers,
40 Rodney St, Liverpool L1 9AA

Manchester Office

9 Owen St,
Manchester M15 4UG
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Heritage Financial Planning Ltd. is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 994866.

Registered office: 1 Heritage Square, Treuddyn, Mold, Flintshire, CH7 4PD. Registered in England and Wales Number: 11438462

Heritage Financial Planning Ltd. is rated 5 out of 5 based on 15 Google reviews.

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