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Heritage Financial Planning

Heritage Financial Planning Email Formats

Financial ServicesFlag of GBMold, Wales, United Kingdom1-10 Employees

Heritage Financial Planning Email Formats

Heritage Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@heritage-fp.co.uk), used 100% of the time.

FormatExamplePercentage
{first initial}
j@heritage-fp.co.uk
100%

Key Contact at Heritage Financial Planning

Flag of GB

Alex Norman-Jones

Director and Chartered Wealth Manager

Company overview

Headquarters1 Heritage Square, Treuddyn, Wales CH7 4PD, GB
Phone number+441352770845
Websites
NAICS52
Founded2023
Employees1-10

About Heritage Financial Planning

Heritage is an Independent Financial Advice practice that has been helping families protect their wealth for nearly 30 years. As we are a small, family run business, we can apply a personal touch, unlike large corporate firms in which you will be treated as a number and passed from adviser to adviser. We are very proud of the fact that many of our clients have been with us for generations. With offices in Mold, Liverpool and Manchester, we serve clients not only across the North West but also across the UK.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Heritage Financial Planning has never raised funding before.

Heritage Financial Planning Tech Stack

Discover the technologies and tools that power Heritage Financial Planning's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

SiteGround

SiteGround

Hosting

Astra

Astra

WordPress themes

Gravity Forms

Gravity Forms

Form builders

Slick

Slick

JavaScript libraries

Swiper

Swiper

JavaScript libraries

Perfmatters

Perfmatters

Performance

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

MonsterInsights

MonsterInsights

Analytics

jQuery

jQuery

JavaScript libraries

Frequently asked questions

Heritage Financial Planning is located in Mold, Wales, GB.
You can reach Heritage Financial Planning at +441352770845.
Heritage Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Heritage Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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tier 1 accuracy

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