Independent financial advisers to individuals & businesses

At Heritage, we believe in looking after the clients we manage.

Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship.
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Our Services

At Heritage Wealth Solutions we are holistic financial planners and we take pride in our ability to advise clients on any stage of their financial journey. We take time to understand the individual requirements of our clients.

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Investment Process

At Heritage we focus on creating individual solutions to match your requirements. Some individuals invest in shares of individual companies, which is a relatively high-risk approach.

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About Heritage

We believe in looking after the clients we manage. As experienced chartered financial planners we are able to view the pros and cons of our advice and ensure, on balance, our solutions best meet client needs.

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Meet The Team

About Heritage

Independent Financial Adviser (IFA) at VouchedFor Top Rated AwardAt Heritage our main focus is on building strong client relationships. Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship.

We invest a significant amount of time at the beginning of our journey in order to understand your aims and objectives as well as the resources you have to meet those aims.

We believe in looking after the clients we manage. As experienced chartered financial planners we are able to view the pros and cons of our advice and ensure, on balance, our solutions best meet client needs.

Read More >

Latest News

  • Pensions advice

New changes to public sector pensions explained

April 4th, 2016|0 Comments

The constant changes to pensions has left a lot of people in the UK, including here in Yorkshire, extremely confused […]

  • Inheritance tax advisers

Inheritance tax voted ‘the most hated tax’

March 29th, 2016|0 Comments

According to a poll carried out by financial website loveMONEY.com, 90% of people declared that they disliked inheritance tax, dubbing […]

Customer Success Stories

Many people in the process of planning their retirement look to independent financial advisers to help with pension’s advice when they hear of options of investment to increase their savings. This was the case for our Leeds team recently, who helped Eric find a secure level of income during his retirement…

Eric, who was still working at the time, came to our team after being recommended our services by a friend, with a request to take out money from his pension to buy a property, but found that if he did so whilst still in work he would face an unnecessary and high tax bill.

Initially, we offered a free 30 minute finance consultation with Eric, so we could discuss his situation, before planning in the next steps to take to help resolve it.Read More

What Our Customers Think

“I have found that Andrew Dodd, partner at Heritage, delivers financial advice in an easy and understandable way, so that people like myself can simply understand the steps needed to be taken.

Throughout the time we have dealt with him, before his venture with Heritage, he is always prompt at meetings, efficient with his time management, and will also spend the extra time in giving financial advice to do with our financial portfolio.

I would always recommend him as an independent financial adviser to help with anyone I know looking for portfolio management, pension advice and even tips on regular savings.”

Gareth, Cleveland
We worked with Andrew for over 8 years now, prior to his time as independent financial adviser for Heritage, and he has proven to be an excellent adviser, whom we moved from a working environment into retirement with.

During that time we had excellent and friendly financial advice, from retirement planning and pensions to portfolio management and investment advice, all of which we fully understood and were comfortable with. In all of his financial recommendations they have proven to be extremely beneficial for us, and nothing is ever seen as too much trouble, as he has always remained reachable and delivered timely and effective financial advice.

We would always recommend Andrew, and now the whole Heritage team as we are positive that everyone else would have the same enjoyable experience as we do. With Andrew you were not just another person in a queue, it’s a personal financial experience, and it’s reassuring that we could contact him whenever for advice big or small.

Contact us today

We believe in looking after the clients we manage.

Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship. Why not call us to see how we can help you.
Contact us today