HERITAGE FINANCIAL PLANNING LIMITED

: Kinnerton House Bell Meadow Park, Cuckoos Nest, Pulford, Chester, Cheshire, CH4 9EP

: FCA Number: 994866

Heritage Financial Planning Ltd, located in the historic Queen Street, Treuddyn, brings a wealth of experience in delivering regulated financial services. FCA registered under number 994866, it specialises in informed advice on life insurance, investments, and pensions retirement planning. The team's proficiency also extends to final salary pension transfers and comprehensive financial planning. Serving clients across Mold, Clwyd and surrounding regions, Heritage Financial ensures your financial goals are met with utmost professionalism and diligence. Drawing from its roots in Treuddyn, this firm is known for its approachable style and is a trusted partner for both long-standing clients and those seeking financial guidance for the first time. Invest in your future with Heritage Financial Planning Ltd.

Their team includes 3 financial advisers. Check FCA registration here.

HERITAGE FINANCIAL PLANNING LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to HERITAGE FINANCIAL PLANNING LIMITED from the Motorway

From the M56, maintain the right lane to continue on Bypass Road/A494. Follow the signs for North Wales and Queensferry, continuing to follow A494. Subsequently, take the A55 ramp in the direction of Chester, Wrexham, and Wrecsam. Proceed onto North Wales Expressway/A55.
Upon reaching junction 35, take the A550 exit heading towards Wrexham and Wrecsam. At the subsequent roundabout, take the fourth exit onto A550. At the following roundabouts, both require the second exit while maintaining on A550.
At the next roundabout, take the third exit onto A5104. Make a left turn onto A541, followed by a right turn onto Corwen Road/A5104 and continue to follow A5104.
Afterwards, make a right turn onto Ffordd Y Gilrhos. Turn right again onto Queen Street before making a final left turn onto Heritage Square.

List of advisers under HERITAGE FINANCIAL PLANNING LIMITED:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.