We are able to offer confidential advice on a
wide range of financial matters including:

Trusts Onshore and Offshore

We can review your existing company, state and
or private pension provisions and advise you on these increasingly complex areas.

Investment Advice

We provide tailor-made solutions for obtaining maximum growth or income from your capital, combined with tax efficiency.

Progress Reports

We ensure that our clients are regularly informed, both on the progress of their investments and with current market developments by regular annual reviews.

Taxation & Inheritance Tax

We can advise you on an international strategy, including investments, capital gains and Inheritance taxation.

Pension & Retirement Planning

We are able to provide a comprehensive service for individual and corporate clients designed to protect assets against creditors and Inheritance Tax.

Portfolio Management

We offer advice on, and continuous management of, all major investment funds, including the main four asset classes of equities, bonds, property and cash. We also examine alternative strategies. We deliberately do not manage our own funds or run broker funds, so that we can ensure complete impartiality in the selection and recommendation process.

Family and Corporate Protection

We advise on insurance products for your family or company in the case of death, critical illness or incapacity.

Heritiage Financial Consultancy Ltd is an appointed representative of Intrinsic Financial Planning Ltd which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Ltd are entered on the FSA register
(www.fsa.gov.uk/register) under reference 181849

The FSA does not regulate some forms of Inheritance and Tax planning, and offshore products.

REGISTERED IN ENGLAND & WALES COMPANY No. 3279341.
REGISTERED OFFICE: HERITAGE HOUSE, BREWERY LANE, HOLCOMBE, BATH, SOMERSET BA3 5EQ

."No Investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing Tax Rates and Investments may change in the future"

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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We are able to offer confidential advice on a wide range of financial matters including: