Heritage Wealth Advisory LTD
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- Business Box, 2 Oswin Road, Leicester, Leicestershire, LE3 1HR
Based in Leicester, Heritage Wealth Advisory Ltd is a trusted and professional FCA-regulated firm under number 630973. They specialise in providing clear, regulated advice on life investments, pensions retirement planning, final salary pension transfers, and holistic financial planning. Whether you're approaching retirement or looking to invest, their experienced team is dedicated to guiding you through your financial journey. Serving individuals and families across Leicestershire, Heritage Wealth Advisory Ltd is conveniently located in the Business Box on Oswin Road. Known for their personalised, customer-focused approach, they often assist first-time investors, making financial planning an approachable subject for everyone. Trust the experts at Heritage Wealth Advisory Ltd to safeguard your financial future.
Their team includes 2 financial advisers. Check FCA registration here.
Heritage Wealth Advisory LTD are approved by the FCA to give advice on:
Directions to Heritage Wealth Advisory LTD from the Motorway
- From the M1, take the exit toward A5460. Slightly veer left to merge onto A5460 toward Leicester. Proceed to take the Leicester S / A563 ramp to Ring Rd / Leicester N. Subsequently take the A563 ramp to Ring Rd / Leicester N / Leicester W / City Centre. At the roundabout, choose the third exit onto Lubbesthorpe Way / A563 and continue following A563. At the subsequent roundabout, take the third exit onto Hinckley Rd / A47. Make a left turn onto Oswin Rd. Continue by making another left to stay on Oswin Rd. Then, make another left turn, followed by a right turn. The destination will be situated on the left.
List of advisers under Heritage Wealth Advisory LTD:
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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.