Here at Heritage Wealth Solutions, our financial advisers are qualified and experienced to help people and businesses within the Barnsley area thanks to their Charted Financial Planner status and over a decade of experience.
Although we are based in Morley, our team have a proven track record when dealing with clients in Barnsley and that’s because we offer clear, accurate and understandable financial advice that means none of our clients are ever in the dark about their own situation.
Andrew Dodd, managing director of Heritage Wealth Solutions, said:
“Our company objective is to offer clear, consistent and honest financial advice, which will in turn allow our customers to improve their current situation through different methods including, saving, planning and investing.
“We have a small team who all have proven experience within the industry and are all certified to the highest level. This allows us to help a diverse range of people and businesses through our services including pension’s advice, investment opportunities and portfolio management.”
How our financial team can help Barnsley residents
At Heritage, the customer always comes first, and that’s why we offer home visits to our customers in the Barnsley area who might be struggling to get across to our Morley office. At these meetings, we will discuss with our customers a range of financial services that will allow them to understand how to make the most out of their finances, and that’s through effective and accurate planning, analysis and recommendations.
So what do our services include? Below, we’ve listed just a few of the financial services we can offer to individuals, families and businesses in Barnsley:
- Investments: When looking to invest money, not many people understand the risks that come with investing in shares of individual companies. To reduce this risk, the Heritage financial team research and monitor potential investments, and then use this thorough analysis to spread the investment funds of our customers into a range of opportunities, which in turn minimises the risk.
- Pensions and Retirement Planning: Putting the right plans in place to ensure that you have enough money during your retirement years is one of the biggest financial decisions a person can make, and therefore it’s important you look to the right financial advisers to help you along the way. At Heritage, our financial team are experts in pensions and retirement planning, which in turn ultimately ensures that our clients have enough income and capital to fund their retirement years.
- Regular Saving: Whether you are saving for a specific need, a pension, house deposit or for a child, regular savings advice can be key when helping you do this to the maximum potential. Our team can help offer advice on ISAs and other savings accounts to ensure you get the most out of the money you put away.
For more information on all of our financial services, please see our services page on our website.
The Barnsley Economy
In the past Barnsley has been known all across the country for coal mining, although all the mines in the borough are now closed. In a new age for Barnsley, the Council and its partners have set up a new Economic Partnership alongside Government support to steer economic growth.
The new plans are looking to grow the private sector and help businesses make more money and employ more people in better jobs due to the fact that the town has fewer businesses and jobs available than the national and regional average.
The new strategy has a £25 million investment plan which focuses on six priorities to help businesses within the borough.
Heritage Wealth Solutions is a dedicated financial team that helps a range of people within the Barnsley area, including Penistone, Monk Bretton and Pogmoor. For more information on how we can help you, or for a free 30-minute consultation with one of our financial advisers over the phone, at our office or through a home visit, please do not hesitate to get in touch with our team on 0113 350 2080 or email us at info@heritagews.co.uk.