Heritage Wealth Advisory

Categories: Financial Advisers, Financial Services, Independent Financial Advisers, Pension Plan Providers and Consultants Categories: Financial Advisers, Financial Services, Independent Financial Advisers, Pension Plan Providers and Consultants

Address: Heritage Wealth Advisory Ltd, Business Box, 2 Oswin Road, Leicester, Leicestershire, LE3 1HR

Landline: 0116 27... Landline: 0116 27...

 Website: heritagewealthadvisory.co.uk
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Business Profile

About Us Heritage are a firm of Financial Advisers based in the Midlands who aim to provide bespoke pension solutions. At Heritage we take pride in everything we do. We believe our client's comes first and we strive to improve their financial position and help with their understanding.

Our FCA permissions allow us to review final salary pension schemes which separates us from most advisory firms.

Our advice process is clear, precise and transparent. As a directly authorised firm we have a open relationship with the regulator and report to them every 6 months.

Our research is independent which is essential to offering a service that is fair and more importantly compliant.

Our Services From April 2015, individuals can now access their pension in a way that was not available to the mass. Unfortunately these pension reforms do not exist for those with final salary pension schemes.

Soaring transfer values for final salary pensions means the temptation has arguably never been greater - but it is not a decision to be taken lightly, and must be weighted carefully against the certainty of a regular income for life.

At Heritage we offer a comprehensive transfer value analysis so that you can make an informed decision.

We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension

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