Heritage Wealth Solutions can provide both individuals and businesses based in York with expert financial planning services.
Presented by a team that has over twenty years of experience advising a variety of clients, this expert advice is designed to understand and act on the unique needs of everyone that we deal with.
Reflecting on this, Andrew Dodd, our Managing Director, says:
“Regular customer contact is right at the heart of all of Heritage’s services. As it allows us to offer the very best value for money, we consider building strong relationships to be extremely important.
“My company partner Claire and I fully understand that choosing a financial adviser is not always easy, and with this in mind ensure that we go above and beyond for our clients.”
What we offer to York residents
Being specialists in a variety of areas, Heritage’s role largely depends on what each individual or business requires from us. Generally, however, our job is to develop clients’ understanding of their current financial position and how they can improve it in the future.
As we appreciate that not all York-based customers will be able to travel to our Leeds office for appointments, our financial advisers are more than happy to offer home visits, and already do so for a number of people.
Wherever the meetings take place, below is a snapshot of some of the services that we possess expertise in:
- Cashflow modelling: A crucial part of the planning process is to ascertain aims and objectives. This, along with additional documents, is used to assess existing and forecast future wealth.
- Pensions: With many fearing that they will run out of money, retirement is not always something that everyone looks forward to. As a result, we help to make sure that clients have enough money to fund their aspirations.
- Investments: Focusing on creating individual solutions that match requirements, Heritage aim to maximise customer returns. We can then regularly review holdings to continue this success.
- Portfolio management: The structure of an investment portfolio should reflect the goals of the person that owns it. In knowing this, our financial planners help to avoid the mistakes that many investors tend to make.
The York economy
York’s economy is largely built upon the services industry, which was once accountable for almost 90% of employment within the city.
With a decorated history and an array of stunning architecture, tourism is also of huge importance to the area. In 2009, for instance, York was named the seventh most visited city by UK residents.
Should you be based in the York area and want to learn any more about the services that we provide, feel free to click here.
Alternatively, to get directly in touch with a member of our team, please do not hesitate to either call 0113 350 2080 or email info@heritagews.co.uk.