


Heritage Financial Planning Email Formats
Financial Services • Mold, Wales, United Kingdom • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@heritage-fp.co.uk | 100% |
Key Contact at Heritage Financial Planning
Alex Norman-Jones
Director and Chartered Wealth Manager
Company overview
| Headquarters | 1 Heritage Square, Treuddyn, Wales CH7 4PD, GB |
| Phone number | +441352770845 |
| Websites | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
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
Funding Data
Heritage Financial Planning has never raised funding before.
Heritage Financial Planning Tech Stack
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Frequently asked questions
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