Other Connections

We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.

PS & SS, Pontefract

Andrew is the only financial adviser I have dealt with that I trust, and I have dealt with quite a few. I find his advice clear and honest.

J Bell, London

Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.

Dr R Habib, Algo Engineering

We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire

John, Derbyshire

Claire explains often complicated financial products in a way which allows us to make informed decisions based on her sound advice on the various options on the market.

Linda, West Yorkshire

Financial planning for separation

The break-up of a family is a significant event and often needs a complete overhaul on finances.

At Heritage Wealth Solutions, our financial advisers work with a lot of families in the Yorkshire region in dealing with the financial impacts of divorce and separation. For solicitors dealing with clients who have such issues, our financial advisers have prepared the below bullet points on areas they need to consider:

  • Providing clients’ financial data
  • The three pension options
  • Transfer to drawdown schemes
  • Re-arranging mortgages
  • Protection of maintenance payments
  • Neutral support in collaborative law
  • Effect of divorce on employee benefits
  • Planning for educational fees
  • Personal financial budgeting

Often, our financial advisers need to prepare cash flow modelling plans to determine whether clients can maintain their lifestyle in the long term. This is where our Yorkshire-based solicitor connections find it beneficial to work with our financial advisers, as they can provide reassurance to clients that their financial futures can still be positive even after separation.

For more information on our professional financial advice for separation, please do not hesitate to contact our Slaithwaite-based team on 01484 810 601. Our financial advisers have extensive experience in dealing with such issues, working with a range of individuals in the Leeds, Wakefield and Huddersfield regions in the past.

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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.