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Heritage Financial Solutions Ltd

Category: Independent Financial Advisers

Address: 1 Heritage Square, Treuddyn, Treuddyn, Mold, Flintshire, CH74PD

Landline: 01352 7... Landline: 01352 7...

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Business Profile

Independent Financial Advisers & Mortgage Advisers in North Wales At Heritage Financial Solutions Ltd, we provide transparent, high quality and independent financial advice across all areas of financial planning, covering investments, pensions, mortgages, protection, will writing, estate planning and business planning. Heritage Financial Solutions Ltd was born from the continued success and expansion of Heritage Wealth Management Ltd. Our new business was created to further allow a broader range of clients to benefit from our great heritage, experience and dedication to good honest advice.


Testimonials are curated by Heritage Financial Solutions Ltd and are not independently reviewed or verified.

"I would have no hesitation in recommending them to my family and friends"

"I first contacted Heritage in 2012 when I required assistance in filling in my tax return and found their advice invaluable. As I have now taken early retirement I had no hesitation in putting my pension pot in the hands of Heritage and in addition they offered advice on other financial aspects including arranging life insurance for myself and my wife along with a competitive remortgage. Heritage have an excellent work ethic and they are always open to share their financial advice and guidance. Therefore, I would have no hesitation in recommending them to my family and friends."

Mr M D Segar on 8 September 2015

"Thankfully, Heritage came to the rescue."

"In the wake of changed life circumstances, I had been struggling to secure a re-mortgage for my home on a Scottish island. Thankfully, Heritage came to the rescue - in the shape and form of Nigel Dale. Right from the introductory phone chat, it was clear that he was on a wavelength and he instantly understood and appreciated what type of product I was seeking. His straight talking and prompt responses to queries were particularly welcome - none of the usual "corporate speak" nonsense! Consequently, I am entering a fresh phase in life with a settled mind and brighter outlook, thanks in no small measure to Nigel. I have no hesitation in recommending him as an individual and Heritage Financial Solutions as a company, no matter where in the UK you happen to be based."

Mr D Kelso on 12 August 2015

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Opening Hours

Monday to Friday
09:00 to 17:00

Saturday to Sunday