Real people, real advice, real results
With over 32 years of experience, Heritage Financial Consultancy Ltd offers personalized and comprehensive financial planning services to individuals, families, and businesses in the region. Led by John Steele, a Chartered Financial Planner, our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial landscape.
Investment Planning
Our investment planning services are tailored to individual client needs and risk profiles. We employ a diversified approach to wealth management, utilizing leading-edge financial tools and strategies to maximize returns while mitigating potential risks.
Retirement Planning
Retirement planning is a crucial aspect of financial security. Our experts collaborate with clients to develop personalized plans that address their specific retirement aspirations and concerns. We assess current pension plans, investment options, and tax implications to create a comprehensive strategy for a comfortable and secure retirement.
Corporate Services
Understanding the diverse financial needs of businesses is crucial for success. We offer tailored solutions covering employee pensions, benefits package optimization, key person insurance, and other corporate finance aspects. Our tailored approach ensures that businesses can achieve financial stability and optimize their bottom line.
Banking and Mortgages
Securing the right mortgage is an essential step in financial planning. Our experienced advisors can guide clients through the process of securing a mortgage that aligns with their financial goals and circumstances. We provide comprehensive guidance on mortgage options, interest rates, and repayment terms to help clients make well-informed decisions.
Excellent Customer Service
The reviewers have praised the company's customer service, highlighting the helpful and friendly nature of the staff. They appreciate the fantastic service provided by the company, leaving them extremely satisfied with the assistance they received.
Technical Support
The support team has been described as "lovely" and "helpful", providing excellent assistance to the reviewer. The reviewer is thoroughly pleased with the service and work completed.
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