Based near Wakefield, Heritage Wealth Solutions are financial advisers to both individuals and businesses throughout the area. With a proven track record of successfully advising a variety of clients, we take great pride in understanding the unique requirements of everyone that we deal with.
Our experienced team of Chartered Financial Planners has been working in the industry for decades, and in that time has provided expert advice on investments, pensions, inheritance and portfolio management.
Commenting on this, Andrew Dodd, Heritage Wealth Solutions Managing Director, says:
“Ever since our inception, transparency, honesty and specialist analysis have all been right at the forefront of Heritage’s services. As our job is to give customers a true reflection of their finances and help to plan for the future, I believe that it is important for every adviser to possess these three things.
“Having worked in the financial services sector for a number of years now, my company partner Claire and I have helped an extremely diverse range of people with their money. It is great to see that Heritage is positively influencing lives – something we have been doing right from the start.”
How we help Wakefield residents
Through thorough planning, investigation and recommendations, our team ensures that all Wakefield clients are understanding and making the most out of their finances.
If these customers are not able to get to our Leeds office for any appointments, we can provide home visits to residents of Ossett, Horbury, Batley and Dewsbury.
Though Heritage’s range of financial services is extremely broad, they include the following:
- Cashflow modelling: Along with helping people to understand their current financial position, our advisers assemble a detailed plan after looking through earned income, expenditure and so on.
- Pensions: When it comes to pensions and retirement planning, our main aim is to make sure that clients have enough money to fund their aspirations in later life.
- Investments: As obvious as it sounds, you should know everything about what you are going to invest in before you actually do it. Our Investment Committee can act as a guide through this process, and regularly review and monitor holdings.
- Portfolio management: Whereas sole investors often lack the time and/or inclination to assess their monies, we help to avoid mistakes by frequently monitoring them.
What’s the Wakefield economy really like?
With one of the fastest growing economies in the region, the future is bright for Wakefield. A steep rise in tourism over recent years has seen an increase in the creation of local jobs, and it has boosted the profile of the area both regionally and nationally.
The Yorkshire town has also benefited from some exciting new regeneration projects – particularly the Trinity Walk retail development.
For any more information on what we do, feel free to have a browse through our services page by clicking here.
Alternatively, if you are based in Wakefield and want help with your finances, please do not hesitate to get in touch with one of our reputable, experienced and knowledgeable financial advisers today.
You can do so by either calling 0113 350 2080 or emailing info@heritagews.co.uk.