At Heritage, we do not simply invest your money.
We provide holistic financial planning that encompasses independent financial planning, investment management and tax planning.
We combine these services to deliver a first class service, working with you to achieve your goals.
From first time buyers to those looking to build a property portfolio, we have over 50 years’ experience of the mortgage market. Note that your home may be repossessed if you do not keep up your mortgage repayments.
Our Investment Committee meet regularly to manage and monitor a wide range of investments, funds and savings vehicles such as ISAs and Bonds. We can help both lump sum and regular investors.
Our independent later life financial specialists can provide helpful advice when it comes to mitigating the impact of care fees, or providing provision to meet the ongoing costs.
From starting your first personal pension to painting a realistic picture of your retirement using the latest in cash flow modelling, our experts can help you plan for the future.
We can help protect you, your family and/or your business, including life and critical illness cover, shareholder protection and private income protection.
We can help you weigh up the best way to release equity from your home to supplement your retirement income, or meet your other goals and objectives.
Tell us who you are, simply fill in our short questionnaire. It won't take more than 3 minutes and you'll get to book a FREE appointment.
We'll give you a call so we can get to know you and your circumstances. That'll help us find the right mortgage for you
We will use our expertise to match you with the right lender and the right mortgage. Getting you the best rate possible and maximising your chances.
We'll do all the hard work for you. We'll manage your application for you and keep you updated every step of the way.
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
