About Us


Heritage Financial Management Ltd was founded in 2009 by the Managing Director Paul Whitehead, who has worked in financial services since 1975. This means that your finances will benefit from over three decades of experience and expertise. We're fully regulated by the Financial Services Authority, so you can rest assured that you're dealing with professionals who will place your aspirations uppermost.

Heritage Financial Management Ltd offers advice to all kinds of clients, from young couples arranging their first mortgage, parents planning a nest-egg for their children through to retiring clients wishing to maximise their pension benefits in retirement. Whoever you are, and whatever your situation, we'll be able to help. Everyone of our clients benefits from an attentive personal service taking their own needs and plans into account.

We're completely independent from all banks, building societies and insurance companies and our advice is therefore, totally unbiased. We're not trying to meet sales targets - we're here so you can make the most of your money, and for this reason we'll look around at all the available options before recommending a course of action to you.



Telephone : 01253 390 405
Email : heritagefm@btinternet.com

Heritage Financial Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 473673.
Registered in England & Wales, Company Number 6356989. Registered Office address: 178 Newton Drive, Blackpool, Lancashire. Trading address: As per our registered office address. Telephone: 01253 390405
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
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