Peak District landscape

Private Wealth Consultation

Plan Your Life with Precision.
Live It with Confidence.

Confidential private sessions held in the heart of the Peak District. Independent. Personal. Built around you.

Book a Discovery Call
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A Conversation, Not a Presentation

This is not a generic seminar or a crowded workshop. Your private session is a dedicated hour where we focus entirely on your circumstances, your aspirations, and the strategies that will serve you best.

Whether you are planning for retirement, managing an inheritance, optimising your portfolio, or simply seeking a second opinion on your current arrangements — this is time set aside exclusively for you. No product push. No quota. Just evidence-based guidance built around your life.

60 Minutes

A full hour of dedicated, unhurried consultation

Strictly Private

A private setting — no group sessions, no distractions

No Obligation

An exploratory conversation with no pressure or commitment

Held Locally in the Peak District

Sessions rotate between two carefully selected venues, each offering a discreet, comfortable setting for a private conversation.

Alternating Weeks

Baslow Village Hall

Baslow, Derbyshire

A welcoming and well-appointed village setting in the heart of Baslow, offering easy access and ample parking.

Alternating Weeks

Wyn's Meeting Room

Friends Meeting House, Bakewell

A peaceful, characterful room within the historic Friends Meeting House in the centre of Bakewell.

Venues proposed — subject to final confirmation.

Begin with a Discovery Call

The first step is a short telephone conversation — a chance to understand your situation and answer any questions. During that call, we can reserve your local consultation slot once dates are confirmed.

Prefer to reach out directly? Call us or email info@heritagews.co.uk and we will be in touch.