If you are looking for experienced and Charted Financial Planners within Pontefract then Heritage Wealth Solutions might be the company for you, and that’s because our team of financial advisors have been working within the industry for over a decade.
Covering an extensive range of financial services, Heritage Wealth Solutions have an exceptional record when it comes to helping both businesses as well as individuals with their financial needs in Pontefract, with our services including:
- Pensions advice.
- Retirement planning.
- Financial planning.
- Investments.
- Wills.
Andrew Dodd, managing director of Heritage Wealth Solutions, said:
“Although Heritage Wealth Solutions is a fairly new financial company set up in Leeds, our small team of financial advisers are all Charted Financial Planners and have a broad range of experience when it comes to helping people within the Pontefract area.
“Our main aim is to try and help every customer that comes our way through expert analysis which allows all of our clients to have an honest and transparent overview of their finances.”
So how do we help Pontefract residents?
Although our financial adviser team are based in Morley, Leeds, they also have a proven track record of helping clients within Pontefract, and that’s because our advisers are continuously making home visits to clients within the whole region to help with their financial needs.
Our vast range of services mean that all of our customers can gain relevant advice at any stage of their financial journey, with our team providing thorough analysis and excellent recommendations. And what’s more, we also offer a free 30-minute consultation to all customers in Pontefract looking for quick advice on their financial situation, including advice on the following:
- Wills and Estate Planning: Ensuring that your will is worded correctly can ensure that your estates will be distributed according to your wishes, therefore making sure you have taken all the right procedures when planning your will is vitally important. Here at Heritage Wealth Solutions, our team are experts in will writing, and can ensure that there is no uncertainty surrounding such an important financial decision.
- Regular Savings: Helping people understand the methods of saving for a specific need, pension planning or saving for children is just a few of the regular saving services our financial team can offer.
- Inheritance Tax: Everyone can fall victim to high inheritance tax, and that’s why our team ensure that this is the first thing discussed with potential customers. Our recommendations can range from gifts and gift trusts to investment based trusts. All of our responses to inheritance tax is individually catered to each specific customer.
An overview of the Pontefract economy
Pontefract, which sits in the metropolitan borough of the city of Wakefield, is playing its part in making Wakefield one of the fastest growing economies in the whole of Yorkshire. More money is now being ploughed into the region, which in turn has created more jobs and opened Pontefract and the surrounding area up to more people up and down the country through businesses and tourism.
If you are based within Pontefract and you are wanting to speak to a team of experts about your finances, then Heritage might be the company you are looking for. A full list of our services can be found here – if you would like to talk through any of these options with our team or arrange your free consultation, please call 0113 350 2080 or email us on info@heritagews.co.uk.