Heritage Financial Planning Ltd

"Hi Alex, I wanted to take a moment to thank you for all of your help and support throughout my mortgage application process. Your expertise and guidance were instrumental in helping me secure a mortgage that was perfectly suited to my needs and financial situation. Throughout the application process, you kept me informed every step of the way and made sure I understood everything that was happening. You were always available to provide advice and support whenever I needed it, and your expertise and guidance gave me the confidence I needed to make the best possible decisions for my financial future. Thanks again for everything you've done for me. Your help has been invaluable, and I would not hesitate to recommend your services to anyone looking for a knowledgeable, professional, and supportive mortgage advisor."

"It’s been fantastic working with Alex at Heritage FP so far. Extremely attentive, responsive and proactive in nature. The level of service has been unlike anything my partner or I have experienced before - the beauty of going independent!"

"Really positive experience with Alex who has taken over my post retirement portfolio. I feel reasured that Alex carefully considered my needs and future plans for the investment particularly in the current turbulent times. A balanced view with a personal touch from someone knowledgeable, was just what this financially lazy person required. I've been kept informed in the most timely manner, every step of the way. I feel confident now that should any action be required to keep my investment on track, I will be contacted soon as .... and that's just what I need."

"George helped me acquire my first rental with a buy to let mortgage while raising capital from my main residence. Something that I was having a lot of difficulty with when trying to find lenders on my own. I couldn’t be happier with how easy George made the process. I barely had to lift a finger"

"I worked with George Middlehurst at Heritage Financial Planning to help my investments along with setting up Business Protection as I am self employed. George explained everything clearly and in plain English - and the process was slick from start to finish. I would highly recommend Heritage Financial Planning for anyone looking for help with their finances."