About Heritage Financial Planning
We are highly respected financial advisers and mortgage brokers, serving our valued clients throughout Northern Ireland and Great Britain.
Heritage Financial Planning Description
We're a tightly integrated team of financial advisers and mortgage specialists based in Newry. We know our business and we're good at looking after our clients. That's why they stay and grow with us.
Our relationships with our clients are built on trust, professionalism and integrity.
With a combined 40 years financial services experience, the partners in Heritage, John Hughes and Brenda McCaul, joined forces in 2002 to offer their clients an exceptional level of personal service, reliability and expertise. The core values that underpin our business are:
Continuity of advice
Clarity of communication
Unswerving commitment to handling our clients business as if it were our own.
Our clients are based throughout Northern Ireland and Great Britain and range from private individuals to large limited companies. So we're equally at home sourcing a first time buyer's mortgage, as structuring complex shareholder protection schemes.
Your home may be repossessed if you do not keep up repayments on your mortgage.
A fee of a maximum of £499 is payable on application. Typically this will be £349.