Welcome to Heritage Financial Planning, local independent financial advisers in North Wales
Located on the River Alyn in Flintshire, Mold is the very definition of a hidden gem. This historic market town has a proud heritage, and glimpses of its fascinating past can still be seen at sites such as Mold Castle. The town has all the charm of a rural Welsh community and is surrounded by a scenic landscape of valleys and mountains.
But Mold has the added benefit of being within commutable distance to three major cities just across the border. This blend of old-world charm, natural beauty and access to modern city amenities makes Mold a desirable place to put down roots. It’s ideal for growing families and professionals seeking a peaceful life away from the city, as well as being an idyllic location for a comfortable and fulfilling retirement.
If you live in Mold or elsewhere in North Wales, Heritage Financial Planning can provide valuable services to help you plan for a financially secure future. With a wealth of experience spanning three decades, our team can provide guidance on savings, investments, mortgages, inheritance tax, pension strategies, and retirement planning.
Contact us today to speak to one of our friendly and professional advisors.
Areas we cover in North Wales
- Financial Advisor Wrexham
- Financial Advisor Rhyl
- Financial Advisor Colwyn Bay
- Financial Advisor Llandudno
- Financial Advisor Prestatyn and Meliden
- Financial Advisor Buckley
- Financial Advisor Llangefni
Our financial advisory and planning services in Wales
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 Wales?
There are many reasons why you should work with us:
A reputation for excellence
We are a team of financial advisers in Wales 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 Wales, 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.