Heritage Financial Planning Reviews

Independent Reviews

At Heritage Financial Planning customer reviews are important to us and our growing reputation. Please take a moment to read our Google reviews from our many happy clients. You can also leave a review here if you are a client past or present.

Excellent

5.0

★

Based on 18 reviews from

review us on

Matthew H.

★★★★★

As a Pharmacist I do not have the time or inclination to manage my retirement planning and I was recommended to Alex by a friend. He has managed my money for several years and I have been happy with the performance to date and the fees are very reasonable. He has also handled several mortgages/remortgages for me in the past seamlessly.

Imogen C.

★★★★★

Couldn't be happier with the service I received from George. He was professional, knowledgeable and extremely helpful. I also had specific questions related to my job as a junior doctor which he was able to help me with - even calling my employer to find out specific details regarding my pension scheme. Thanks George

Response from the ownerThanks for the review! Glad we could be of service

Paul L.

★★★★★

Absolute brilliant service got me the best deal possible always available when you contact them I dealt with George definitely use them again took all the stress out of getting a Morgage

Response from the ownerThanks for your review Paul. We look forward to working with you again in the future

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.

Heritage Financial Planning Reviews

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