Heritage Wealth Solutions is a Morley-based company made up of highly qualified financial advisers that have a proven track record of helping customers in the Leeds region understand their personal finances.

Our team of Charted Financial Planners have extensive experience in the financial industry, covering a wide range of services including pensions, investments, wills and portfolio management, all of which are helping our customers in the Leeds area improve their financial situations.

Andrew Dodd, managing director of Heritage Wealth Solutions, said:

“Here at Heritage, we believe that transparency, honesty and expert analysis are the fundamental elements that a financial advisor needs to have to give their customers a true reflection of their finances, the investment market, and planning for the future. All of this comes with experience, and that’s why our finance team are all Charted Financial Planners, both with myself and the company partner, Claire having over 15 years within the industry.

“We have helped a diverse range of people with their finances over the years, and Heritage Wealth Solutions is a new chapter that has seen only but positive results from the beginning.”

How Heritage Wealth Solutions help Leeds residents

With the Leeds economy continuously improving, our financial adviser team based in Morley have helped people in the region with our broad range of services to ensure that they understand and make the most of their finances, through planning, analysis and expert recommendations.

And, to make it easier for our customers, we also provide home visits to all of our clients in the Leeds area, including in Morley, Chapel Allerton, Roundhay and Kirkstall.

Our range of financial services in Leeds include:

  • Personal Finance Planning: Helping people understand their current financial position, our financial advisers take into account existing policies, earned income, pensions, investments and expenditure to work out a thorough financial plan.
  • Pensions: Getting reliable and effective pension’s advice can be one of the most important factors in retirement and financial planning, and what’s why our advisers here at Heritage ensure that quality and trusted advice is always given. Our main aim is to make sure that you have enough income and capital to fund your retirement years.
  • Portfolio Management: When looking to increase your financial portfolio, you should be made aware of all circumstances before committing, and that’s why our financial advice team will personally manage your finance portfolios to ensure that no potential risks are taken.
  • Investment: No-one should invest money into something that they do not know everything about, and that’s why we will complete a full analysis on stock, bonds, ISA’s and shares so you can understand how to invest money.

 So what about the Leeds economy?

Leeds is one of the largest financial centres outside of London here in the UK, and is fast becoming one of the most influential economies in the country. Voted ‘Britain’s Best City for Business’ in 2003, the economy has since being going from strength to strength and that’s because of new industries such as retail, call centres, offices and media becoming popular within the city.

In 2013, Leeds was voted 5th in the UK for quality of life, and has a total population of 751,500 – with 76.4% active in employment according to stats between July 2012 – June 2013.

For more information on our financial services, please see our services page for a detailed explanation on how we could help.

Heritage Wealth Solutions helps an extensive range of individuals and partners within the Leeds area, including in Kirkstall, Morley and Headingley. We offer a free 30 minute consolation to anyone looking for help with their finances.

If you are based in Leeds and you are looking for experienced and reputable financial advisers to help you with any of the above services, then please do not hesitate to contact our team on 0113 350 2080.