Welcome to Heritage Financial Planning, local independent financial advisers in Manchester
Manchester is a highly desirable location if you are planning a secure financial future. Built on a rich industrial heritage, today, the city has a thriving knowledge-based economy, with diverse industries from finance and technology to healthcare and the creative sectors (notably, Manchester is home to MediaCity, the new HQ of the BBC).
This ongoing commercial success is fuelled by the city’s excellent infrastructure, commitment to regeneration and renowned educational institutions such as the University of Manchester.
Manchester’s property market is diverse and reliable. Along with the city’s iconic terraces and grand Victorian and Georgian architecture, there is a plethora of sleek apartments, student accommodations and a growing number of mixed-use commercial properties, offering plenty of opportunities for homeowners and investors.
What’s more, Manchester and its surrounding towns and suburbs offer a high quality of living for professionals and growing families. From the stands of Old Trafford to the Manchester Art Gallery and the eclectic appeal of the Northern Quarter, the city is bursting with culture and leisure opportunities. So it’s an ideal place to put down roots, grow a family and eventually retire in style.
The highly qualified team at Heritage Financial Planning has 30 years of combined experience in delivering professional investment advice to clients throughout the Manchester region. Whatever your financial goals, we can help shape your financial future with advice on savings and investments, mortgages, inheritance tax, pensions, and retirement planning.
Contact us today, and one of our expert financial planners will be in touch to arrange a consultation.
Our address in Manchester:
Manchester office: 9 Owen St, Manchester M15 4UG
By appointment only – please call or email in advance.
Our financial advisory and planning services in Manchester
Successful financial planning requires an integrated approach. As your financial adviser, we will take great care to understand your personal and financial situation, as well as your short and long-term goals. We’ll also gauge your appetite for risk and tailor our advice accordingly.
From there, we can offer a comprehensive range of financial planning services to make the most of your investments and limit your tax liability. We understand that even the best-laid plans can change, so we’ll remain on hand to help adapt your financial plan to suit your life goals.
Pensions and retirement
Securing the comfortable retirement of your dreams requires expert financial advice. As your financial adviser, we can empower you to make informed decisions about your future and provide ongoing support to ensure you meet your goals.
Savings and investments
Choosing investments shouldn’t feel like gambling. Our approach is purely evidence-based and driven by your personal appetite for risk. We can demystify investing and help you to develop a diversified portfolio for long-term gains.
Inheritance tax planning
Paying tax is an inevitable part of life, but naturally, you want to ensure your family is well provided for when you are gone. We can provide valuable advice on how to minimise IHT liability to give you valuable peace of mind.
As independent and experienced mortgage brokers, we have access to a wide range of mainstream and specialist lenders. We can search for the best deal and most favourable interest rates available for your circumstances.
Why work with Heritage Financial Planning in Manchester?
A reputation for excellence
We are a team of Manchester financial advisers with decades of expertise and a consistent track record of customer satisfaction. We’re dedicated to supporting our clients throughout their entire financial journey, and many have been with us for generations.
As a close-knit, family-run business, we apply the personal touch to everything we do. As well as first-class financial advice, you can be assured of high-quality and professional service. Our aim is to empower your financial wellness and take the stress out of planning for your future.
Reliable and independent financial advice
As an independent financial adviser in Manchester, we offer unbiased recommendations only ever with your best interests at heart.
Our investment philosophy is evidence-based, and we avoid speculative trends and market noise. Instead, our approach hinges on thorough research and analysis of decades of market data to deliver reliable and sustainable financial growth.