Contact Us:
0151 244 7155 or 03333 234 705
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Copyright @ 2015 Heriot Hughes Wealth Management Limited.  Heriot Hughes Wealth Management Limited is an Appointed Representative of
LJ Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

Heriot Hughes Wealth Management Limited is Registered in England.  Registration Number 09564352.
Registered office: 42 Crosby Road North, Crosby, Liverpool, L22 4QQ.  Registered in England.



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

What we do


Heriot Hughes Wealth Management provide “Lifestyle Financial Planning”, this will give you clarity, it will let you know where you stand now and where you are heading with regards to your finances. 

No two clients are the same, Lifestyle Financial Planning helps you answer the “what ifs ?” and helps you identify, achieve and maintain your desired lifestyle no matter what life throws at you.

Heriot Hughes are Independent Financial Advisers, our service to existing clients and new clients is always delivered in a relaxed and friendly manner.  Our client relationships start with us listening so we can build an understanding of your needs before providing our advice and recommendations.
• Corporate Financial Planning

• Shareholder and Partnership Protection,

• Keyman and Loan Protection,

• Workplace Pensions,

• Group Pensions,

• Employee Benefits,

• Tax Planning and Mitigation,

• Exit Planning.



• Personal Financial Planning

• Savings & Investments,

• Retirement Planning,

• Asset Protection,

• Estate Preservation,

• Tax Planning and Mitigation,

• Financial Protection,

• Mortgages.

Heriot Hughes Wealth Management can offer advice in a wide range of areas, including: