Heritage Financial Planning Ltd
heritage-fp.co.uk Direct investor
Heritage Financial Planning is a family-run independent financial advice practice based in Pulford, Chester, serving clients in North Wales and the North West of England. It provides advice on pensions, savings and investments, inheritance tax, equity release and mortgages, and manages client portfolios in globally diversified, low-cost index funds.
Heritage Financial Planning Ltd is an asset manager headquartered in Pulford, Chester, United Kingdom. It invests directly in companies.
“We are totally independent and will look to invest your portfolio in a global, low-cost, diversified portfolio aligned with your appetite for risk.”
— Heritage Financial Planning Ltd, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Pulford, Chester, United Kingdom
- Invests in
- global, UK
Team, as Heritage Financial Planning Ltd publishes it
- Alex Norman-Jones Chartered Wealth Manager
- George Middlehurst Chartered Financial Planner
- Nick Middlehurst Independent Financial Adviser
- Lucy Bateman Paraplanner
- Matthew Sargent Paraplanner
- Anita Phillips Apprentice Paraplanner
Names and roles exactly as listed on heritage-fp.co.uk. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Heritage Financial Planning Ltd publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://heritage-fp.co.uk/name, type, hq_country, hq_city, status
- https://heritage-fp.co.uk/financial-advice/savings-and-investments/is_investor, layer, invests_in_geographies, thesis_quote
- https://heritage-fp.co.uk/about/description
- https://heritage-fp.co.uk/meet-the-team/people
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Record 19781 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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