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Heritage Financial Services

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Heritage Financial Services

Overview:

Heritage Financial Services was founded in 1998 by the Principal Paul Whitehead, who has worked in financial services since 1975. This means that your finances will benefit from three decades of experience and expertise. We’re fully regulated by the Financial Services Authority, so you can rest assured that you’re dealing with professionals at the highest level.

Heritage offers advice to all kinds of clients, from young couples arranging their first mortgage, parents planning a nest-egg for their children through to retiring clients wishing to maximise their pension benefits in retirement. Whoever you are, and whatever your situation, we’ll be able to help. Every one of our clients benefits from an attentive personal service taking their own needs and plans into account.

We’re completely independent from all banks, building societies and insurance companies and our advice is, therefore, totally unbiased. We’re not trying to meet sales targets – we’re here so that you can make the most of your money, and for this reason we’ll look around at all the available options before recommending a course of action to you.

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