As Independent Financial Advisers in Mold, North Wales. we aim to simplify the financial challengers you face, by creating and protecting your wealth.
Heritage’s origins are a combination of two businesses, and we have been operating for almost 30 years as an Independent Financial Advisers.
As we are a small, family run business, we can apply a personal touch, unlike large corporate firms in which you will be treated as a number and passed from adviser to adviser.
We are very proud that many of our clients have been with us for generations.
We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home.
You will always be treated as a person and not a number, with many of our clients having been with us for decades.
With officers in Chester, Liverpool and Manchester, we serve clients across the North West.
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Alex has specialized in pensions and divorce for many years and is a member of Resolution.
He is one of the highest qualified IFA’s in the UK having passed the Chartered Wealth Manager and Pension Transfer Specialist qualification. He is a Chartered member of the Chartered Institute for Securities and Investment Institute (CISI).
Alex is passionate about educating investors and writes an investment blog at www.alexnormanjones.co.uk, where he talks about evidence based, low cost investing, personal finance and financial markets.
Prior to working in finance, Alex graduated from the University of Liverpool with a degree from the University of Liverpool.
As Independent Financial Advisers in Chester, we have no restrictions or agenda on the recommendations we make. This means we will always have your best interests at heart.
We have over 50 years combined experience and have a range of qualifications. Alex is a Chartered member of the Chartered Institute for Securities and Investments Institute and holds the pension transfer specialist qualification, making him of the highest qualified advisers in the UK.
We have an investment philosophy that is based on decades of evidence. Rather than guessing which markets, companies or fund managers might do well in the future, we base our decisions on facts and evidence. We ty to ensure our clients are invested in a diversified, low cost portfolio, with many of the funds we personally invest in aswel
We are a family run business of Independent Financial Advisers in Chester. This means you will never be treated as just a number. We try to forge long lasting, trusted relationships, with many of our clients having been with us for decades.
We will have an initial meeting to get to know you and your circumstances. This would come at no cost to you.
We will then agree your goals and objectives – finding out exactly what your goals and dreams are.
We will then invest your money and using cashflow modelling software, we will work with you to achieve your objectives.
This is not set in stone, but we usually find clients contact us at certain ‘life events’ This can include at the point of retiring, in the build up to retirement and after receiving an inheritance.
Are youngest client is in their 20’s and are oldest are in their 90’s!
If you think you need some Independent Financial Advice in Chester or elsewhere, please get in touch to see how we can help over a friendly, no obligation chat.
We are proud to be independent.
This means that when we come up with a recommendation for our clients, we are not restricted to any investment or fund manager. In theory we can select from the whole universe of available funds and platforms etc.
We have no such conflicts and ‘eat our own cooking’, by investing in the same investment strategies and funds as our clients.
Many advisers are ‘restricted’, meaning they can only recommend their in-house solutions.
Heritage Financial Planning is a trading name of 2plan wealth management ltd which is authorised and regulated by the Financial Conduct Authority (FCA). It is entered on the FCA register (www.fca.org.uk) under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd floor, Bridgewater place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales. Number: 05998270
