Heritage Financial Planning Reviews

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. Take a look at our customer reviews, or if you want you can leave us one you can click on the button below.

Alex has been very knowledgeable and provided advice that is easy to understand in an area that can seem very complicated! Thank you

Very pleased with the service I have been receiving, Alex really listens to me and with his experience suggests options that can only benefit, every detail explained thoroughly and also sent in email for me to digest. No questions asked are a bad thing he is very supportive and understanding. He completes all the necessary documents and manages on my behalf I am very happy to recommend this team

I chose Heritage for some free initial advice after hearing good things from people I knew and who already had dealings with them. Two chats later with Alex, I have a much much better understanding of what to do with my current pension pots and what can be achieved with my finances.Unlike initial advice from some other FA's, there was no pressure selling from Alex and he was happy for me to take my time and do some number crunching of my own before deciding what to do with my pots and when to do it.