Financial Services

ProACT Heritage

Our financial advisory service was established to provide a comprehensive and independent financial planning service to our clients.

It is well known that the market in Life Assurance, Pensions and investments is complex and bewildering and professional advice is needed to help meet your objectives. We feel independence is important to ensure that appropriate value for money contracts are available to you through the research capabilities of our experienced team.

Many of your business areas will overlap with your personal financial and family needs and your Morris & Co partner can draw on these specialist technical skills to help you analyse your current arrangements and plan for the future with confidence.

The main areas of expertise are: -

• Investment Portfolio Management
• Pension Planning
• Tax and Estate Planning
• Life Assurance - Wills - Trusts

Our progressive approach to servicing clients needs and detailed knowledge of their personal circumstances help us to create solutions to tax and financial problems all under one roof.

ProACT Heritage
7 Heritage Court, Lower Bridge Street, CHESTER CH1 1RD
Tel 01244 328467 Fax 01244 311553

ProACT Heritage is a trading name of ProACT Financial, which is authorised and regulated by The Financial Services Authority

ProACT Financial head office
4 Dudley Court North, The Waterfront, Brierley Hill, West Midlands DY5 1XP
Tel 01384 361777 Fax 01384 361785