Heritage Wealth Solutions

Heritage Wealth Solutions is an independent, Chartered financial planning practice with offices in Slaithwaite serving clients locally and across the UK both in person and online. We give you a complete view of your money and a clear plan for the future, built on: Providing a dedicated point of contact – your go-to adviser for any question, big or small. Cash-flow modelling – interactive forecasts to help you see how today’s choices impact tomorrow’s lifestyle. Retirement planning – beyond “how much do you need?” Dynamic withdrawal strategy so you’re never left guessing how long your pot will last. Investment & portfolio management – risk-matched portfolios with ongoing reviews. Estate & inheritance tax planning – simplifying allowances, trusts and gifting strategies for you and your children (and grandchildren). Protection planning – life, critical-illness and income cover for you and your family. Clear fees, regular contact and advice that adapts as your goals evolve. Start with a free, one-on-one exploration session. Tel: 01484 810601