Heritage Financial Planning - Newry

Heritage Financial Planning: A Trusted Financial Partner

Heritage Financial Planning stands as a reputable and client-focused financial services firm located in Newry, Northern Ireland. Situated at 6 Margaret St, Newry BT34 1DF, the company offers a comprehensive suite of financial solutions designed to meet the diverse needs of individuals and families. With an unwavering commitment to providing expert advice and personalized service, Heritage Financial Planning has cultivated a strong reputation within the local community and beyond.

About Heritage Financial Planning

Heritage Financial Planning operates as a dedicated mortgage broker, a knowledgeable financial consultant, a trusted financial planner, and a reliable life insurance agency. This multifaceted approach allows them to address a broad spectrum of financial concerns, from securing a mortgage to planning for long-term financial security and safeguarding loved ones with appropriate insurance coverage. They pride themselves on building strong, lasting relationships with their clients based on trust, transparency, and a genuine understanding of their unique circumstances.

Services Offered

The core services delivered by Heritage Financial Planning encompass:

• Mortgage Brokerage: The team specializes in assisting clients in navigating the often complex world of mortgage applications. They work with a wide network of lenders to secure the most competitive interest rates and mortgage terms tailored to each individual’s financial profile.
• Financial Consulting: Providing objective and impartial advice on a range of financial matters, including retirement planning, investment strategies, and wealth management.
• Financial Planning: Developing comprehensive financial plans that align with clients’ short-term and long-term goals, considering factors such as income, expenses, risk tolerance, and estate planning.
• Life Insurance Agency: Offering a selection of life insurance products designed to provide financial protection for families in the event of an untimely death.

Location and Contact Information

Address: 6 Margaret St, Newry BT34 1DF, United Kingdom
Phone: 8453888176

Heritage Financial Planning is easily accessible, and the company has made provisions for clients with mobility limitations, offering a wheelchair-accessible car park, demonstrating their commitment to inclusivity.

Client Feedback and Reputation

Client feedback consistently highlights the professionalism and dedication of the team at Heritage Financial Planning. The company maintains an active presence on Google My Business, boasting 5 reviews, each reflecting a consistently high level of satisfaction. The average opinion is a remarkable 5/5, underscoring the positive experiences shared by their clientele. Clients frequently commend the team's ability to explain complex financial concepts in clear, understandable terms and their commitment to providing personalized attention. Many clients specifically mention the team’s patience and willingness to answer questions thoroughly, ensuring they feel fully informed and confident in their decisions. The provision of ongoing support and guidance extends beyond the initial transaction, fostering a sense of partnership and trust. Several clients have expressed gratitude for the assistance provided during challenging financial periods, emphasizing the significant positive impact Heritage Financial Planning has had on their lives.

What Sets Heritage Financial Planning Apart

Several factors contribute to Heritage Financial Planning’s success and distinguish it from its competitors. Firstly, their commitment to providing a personalized service is paramount. They prioritize understanding each client’s individual circumstances and tailoring their advice accordingly. Secondly, the team’s extensive knowledge and experience within the financial sector allows them to offer informed and strategic guidance. They stay abreast of the latest market trends and regulatory changes, ensuring their clients benefit from the most up-to-date information. Furthermore, the team’s approach is characterized by a genuine desire to build long-term relationships with clients, fostering an environment of trust and mutual respect. They actively encourage open communication and are readily available to address any questions or concerns. The company’s operational ethos is rooted in integrity and ethical conduct, assuring clients that their best interests are always at the forefront. Finally, their dedication to accessibility, as demonstrated by the wheelchair-accessible car park, reflects a broader commitment to inclusivity and customer service.

👍 Reviews of Heritage Financial Planning

Andy W.

5/5

We recently requested advice regarding mortgages from John and the team. We were dealt with very professionally and this gave us the confidence to take out a mortgage via Heritage. Very impressed with the service. Thanks

Martin H.

5/5

I was impressed. Knowledgeable, but able to explain in simple terms. Easy to get hold of, always ready to go over the points again for you. No pressure placed on you. Has made a huge difference - we would have struggled through the financial crisis without the amazing mortgage and the Wills and Trusts have been brilliant. Definitely worth a chat with them.

Steven M.

5/5

Heritage Financial Planning are very professional in both advice and how quickly they were able to respond and put my mind at rest. I highly recommend this company for all your financial needs.

Raphael M.

5/5

John has a wealth of experience helping families and individuals within the financial sector and a proven track record with over 20 years in the field of mortgage advice and financial planning.

saltjo1

5/5

As someone who does not fully understand the financial world, Mr Hughes was patient and clear in his explanations and my options. I have every confidence in this company and heartily recommend their professional service.