📍 1 Heritage Square, Treuddyn, Mold CH7 4PD, United Kingdom
📍 Address: 1 Heritage Square, Treuddyn, Mold CH7 4PD, United Kingdom
📞 Phone: +44 1352 771736
🌐 Website: heritage-fp.co.uk
Brilliant advice from George and Lucy at Heritage, clearly explained everything in a simple way and wouldn't hesitate to recommend them for any financial planning needs!
Heritage Financial Planning has been excellent to work with, very clear with all financial aspects and notifying me if any changes are expected which will cost or save me money. They are also very responsive and a pleasure to deal with. I would highly recommend them to friends in the future.
Can’t recommend George at Heritage Financial Planning highly enough! He helped me secure a quite complicated mortgage on an apartment last year, and his expertise, patience, and dedication made the whole process so much smoother. He took the time to explain everything clearly, navigated any challenges with ease, and always kept me updated. I really appreciated his professionalism and attention to detail, and I wouldn’t hesitate to use his services again in the future. If you need a knowledgeable and reliable financial advisor, George is the one to go to!
Alex Norman Jones has been absolutely invaluable with his advice and expertise. He provided an exceptional level of service, making everything seamless and effortless. Alex consistently went above and beyond, offering additional guidance whenever needed. I would wholeheartedly recommend him to anyone seeking financial, pension, or mortgage advice. Outstanding service!
I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to not having a salary and how to manage my pension and savings, he was so down to earth patient and knowledgeable and explained things in easy to understand terms. He came up with ways of managing our finances that I hadn't thought of I am so glad I used his expertise. I feel confident about taking that next step and Alex has been instrumental with all his help, I can't recommend Alex and Heritage enough, use them with confidence, thanks again Alex. Andy
Hi Alex, I wanted to take a moment to thank you for all of your help and support throughout my mortgage application process. Your expertise and guidance were instrumental in helping me secure a mortgage that was perfectly suited to my needs and financial situation. Throughout the application process, you kept me informed every step of the way and made sure I understood everything that was happening. You were always available to provide advice and support whenever I needed it, and your expertise and guidance gave me the confidence I needed to make the best possible decisions for my financial future. Thanks again for everything you've done for me. Your help has been invaluable, and I would not hesitate to recommend your services to anyone looking for a knowledgeable, professional, and supportive mortgage advisor.
It’s been fantastic working with Alex at Heritage FP so far. Extremely attentive, responsive and proactive in nature. The level of service has been unlike anything my partner or I have experienced before - the beauty of going independent!
Really positive experience with Alex who has taken over my post retirement portfolio. I feel reasured that Alex carefully considered my needs and future plans for the investment particularly in the current turbulent times. A balanced view with a personal touch from someone knowledgeable, was just what this financially lazy person required. I've been kept informed in the most timely manner, every step of the way. I feel confident now that should any action be required to keep my investment on track, I will be contacted soon as .... and that's just what I need.
George helped me acquire my first rental with a buy to let mortgage while raising capital from my main residence. Something that I was having a lot of difficulty with when trying to find lenders on my own. I couldn’t be happier with how easy George made the process. I barely had to lift a finger
I worked with George Middlehurst at Heritage Financial Planning to help my investments along with setting up Business Protection as I am self employed. George explained everything clearly and in plain English - and the process was slick from start to finish. I would highly recommend Heritage Financial Planning for anyone looking for help with their finances.
Heritage Financial Planning Ltd is located at 1 Heritage Square, Treuddyn, Mold CH7 4PD, United Kingdom
You can contact Heritage Financial Planning Ltd at +44 1352 771736
You can find directions to Heritage Financial Planning Ltd by following this map link
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