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Heritage Financial Planning Ltd
Financial Services

Heritage Financial Planning Ltd

5.0 (3 reviews) 1 Heritage Square, Treuddyn, Mold CH7 4PD, United Kingdom

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Heritage Financial Planning Ltd

Reviews

5.0
Based on 3 reviews
5 3
4 0
3 0
2 0
1 0
I
Imogen Cullen
Jan 2024

Couldn't be happier with the service I received from George. He was professional, knowledgeable and extremely helpful. I also had specific questions related to my job as a junior doctor which he was able to help me with - even calling my employer to find out specific details regarding my pension scheme. Thanks George

C
Cassie H
Jan 2024

I highly recommend the services provided by George at Heritage Financial Planning. Our decision to transition from another financial planning service earlier this year has proven to be immensely beneficial, they are worlds apart. George is proactive, explains everything really clearly and is always thinking ahead!

T
Tom Hollingworth
Jan 2024

Working with George as my financial advisor has been a great experience! Right off the bat, he impressed me with his expertise and professionalism. We moved from our old advisor and the difference in the level of service provided has been …

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