Heritage Financial Planning Ltd - Mold

Mia M.

Can’t recommend George at Heritage Financial Planning highly enough! He helped me secure a quite complicated mortgage on an apartment last year, and his expertise, patience, and dedication made the whole process so much smoother. He took the time to explain everything clearly, navigated any challenges with ease, and always kept me updated. I really appreciated his professionalism and attention to detail, and I wouldn’t hesitate to use his services again in the future. If you need a knowledgeable and reliable financial advisor, George is the one to go to!

Alasdair J.

Heritage Financial Planning has been excellent to work with, very clear with all financial aspects and notifying me if any changes are expected which will cost or save me money. They are also very responsive and a pleasure to deal with. I would highly recommend them to friends in the future.

Helen J.

Alex Norman Jones has been absolutely invaluable with his advice and expertise. He provided an exceptional level of service, making everything seamless and effortless. Alex consistently went above and beyond, offering additional guidance whenever needed. I would wholeheartedly recommend him to anyone seeking financial, pension, or mortgage advice. Outstanding service!

Andy A.

I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to not having a salary and how to manage my pension and savings, he was so down to earth patient and knowledgeable and explained things in easy to understand terms.

He came up with ways of managing our finances that I hadn't thought of I am so glad I used his expertise.

I feel confident about taking that next step and Alex has been instrumental with all his help, I can't recommend Alex and Heritage enough, use them with confidence, thanks again Alex.

Andy

Steven J.

I had a call from George following an enquiry unmade looking for some advice and support around remortgaging and buy to let mortgages.
George was friendly, patient and knowledgeable. He provide good insight, advice and guidance that will absolutely help me move forward and better manage my finances and investments.

From the word go there was no obligation and throughout I felt no pressure from George.

When I am ready to make any big movements in the future I will definitely reach out to George for help.

Great service.

Benedict H.

Alex has managed our pensions and investments for several years now since retiring. We have been happy with the investment returns and service. We trust him entirely, find him very pleasant to deal with and wouldn’t hesitate to recommend him to others.
Ben & Jo

Tom H.

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 huge.

He's got this knack for breaking down complex ideas into easy-to-understand bits, keeping me in the loop and feeling confident about the decisions we made together. George pays attention to the little things and really gets what I'm aiming for financially. Whenever I had questions or concerns, he was quick to respond, and instils trust.

I'd happily recommend George to anyone on the lookout for a financial advisor. Big thanks to George for being an awesome guide and support!

Matthew H.

George was great when recommending and setting up an isa to by my first home! Would highly recommend.