Following an initial telephone conversation prior to meeting, our financial planning team request our Yorkshire-based clients gather all of their financial information, preferably including bank statements from each of their policies and pensions, and ideally completing and expenditure planner.
Our financial service process would then typically be as follows:
Our customers will then receive their individual financial report which they can examine in their own time before the next meeting, although sometimes clients prefer the report to be brought by the financial adviser to discuss through together.
Some clients prefer to opt for a higher level of servicing for their portfolios in which case regular reviews take place of their holdings which are updated via email, in some cases as often as every three months.
For more information on the financial services offered by Heritage Wealth Solutions please click here.
Our team is made up of an experienced mix of Chartered Financial Planners who work with a range of clients in the Leeds, York and surrounding Yorkshire area. To have a 30-minute free consultation with a member of our financial team please call 0113 350 2080.
Andrew is the only financial adviser I have dealt with that I trust, and I have dealt with quite a few. I find his advice clear and honest.
We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire
We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.
Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.
Claire explains often complicated financial products in a way which allows us to make informed decisions based on her sound advice on the various options on the market.