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Heritage Wealth Advisory Ltd

Leicester, United Kingdom (UK) · Finance and Banking

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#work based pension schemes

#iht

#protection

#estate planning

#wealth management

#business protection

#business will's & cross option agreement

#cpd training

Heritage Wealth Advisory Ltd is a Finance and Banking company based in Leicester, United Kingdom (UK), founded in 2014, with 2-10 employees. Heritage Wealth Advisory Ltd's profile is verified on Enterprise League.

Overview

Heritage Wealth Advisory Ltd is a leading independent financial advisor based in Leicester, providing comprehensive wealth management, investment, and retirement planning services to individuals and businesses across the Midlands. We specialize in creating bespoke pension solutions, inheritance tax planning, and safeguarding assets for future generations. Our team combines expert financial advice with data analytics to deliver tailored strategies that align with our clients’ unique goals and circumstances. With a commitment to clear communication and client-focused service, Heritage Wealth Advisory empowers individuals to achieve financial security and peace of mind. We are a member of the CPD certification service and offer CPD training to professionals.
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Contact Details

+440116 279 5197
info@heritagewealthadvisory.co.uk

Leicester, United Kingdom (UK), Business Box, Oswin Road

Founded

2014

Company Type

Private Limited Company

Employees

2-10

Categories

Financial Services
Finance

Keywords

#work based pension schemes

#iht

#protection

#estate planning

#wealth management

#business protection

#business will's & cross option agreement

#cpd training

Awards

• 2026 OpenSee all

Services

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Estate Planning Services
Financial Services

Our estate planning services help you protect your assets and ensure your wishes are carried out after your passing. This includes wills, inheritance tax planning, and trusts.

N/A

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Pension Solutions
Financial Services

We design and manage a wide range of pension plans to help you save for retirement, including workplace schemes, personal pensions, and self-invested personal pensions (SIPPs).

N/A

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