About Heritage

We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.

PS & SS, Pontefract

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.

J Bell, London

Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.

Dr R Habib, Algo Engineering

We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire

John, Derbyshire

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.

Linda, West Yorkshire
Andrew Dodd
Andrew DoddDirector & Chartered Financial Planner BSc (Hons) APFS
Andy originally passed his Financial Planning Certificate in 1999 and has been advising clients since 2004, obtaining chartered status in 2011. With an honours degree in Mathematics Andy’s main skillset lies in his technical knowledge, he always wants to peer under the hood of any problem! He is most comfortable in deep analysis and takes time to produce the optimum solution for scenario. Andy has headed up an investment committee managing nearly £200M of investment funds in the past with a proven track record for improving performance of client portfolios.

While this is the case Andy takes most pride in trying to make complicated solutions simple and leaving clients in the most informed position – most clients do not want to discuss technical jargon and so Andy sees clear communication as the key.

Michelle Dodd
Michelle DoddOperations Manager
Michelle has extensive experience in the financial services industry. Having spent over a decade at The Co-operative Group, where she was instrumental in the development and launch of The Co-operative Membership scheme, she later assumed the role of Head of Customer Strategy at a bank in Birmingham. Upon returning to the North, she was Head of Gift Cards and New Ventures teams and provided interim leadership for the Credit Cards and Lending teams at Asda Money.

More recently, she has taken on consultancy roles in marketing strategy and compliance across different banks and building societies, contributing to the development and relaunch of Skipton Building Society’s financial advice proposition.

Daniel Coates
Daniel CoatesChartered Financial Planner
After earning an Economics degree from the University of Nottingham, Daniel stepped straight into a small, family-run business, gaining immediate, hands-on exposure to every angle of financial services operations and learning how cashflow, tax, and careful choices affect real people and livelihoods.

He then moved into a chartered accountancy practice, collaborating closely with tax partners to implement complex wealth management solutions for private clients and business owners across Yorkshire and Derbyshire. Committed to the highest professional standards, he went on to achieve the Chartered Financial Planner designation. Daniel also brings strong investment market knowledge to the table. He keeps a close eye on global macroeconomic trends, analyses asset class behaviour, and blends data-driven insight with careful judgement to position portfolios for both growth and resilience.

Combining multidisciplinary advisory experience and market knowledge, Daniel aims for thorough, forward-looking, plain-spoken advice that helps people protect, grow and ultimately pass on their wealth with confidence.

In addition to inhouse staff, we partner with a range of different organisations experts in their own field. This includes compliance and risk, paraplanning, creative and other organisations, two of which are:

ThreeSixtyServices – Our compliance consultants are a significant resource to us, providing us with compliance guidance as well as a research and technical team who not only keep us abreast of industry changes but are able to provide answers to complex technical problems.

WeAreVerve – A rapidly growing company whose services include providing outsourced administration and paraplanning services to financial advisory firms. We have been impressed with their jargon free approach to suitability reports, the clear layout enhances client understanding of even the most complex financial topics. Verve have a large bank of support staff who can provide assistance to meet demand, ensuring work is completed for our clients in a timely fashion, irrespective of our internal workload.

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Choosing the right adviser can be difficult and knowing your adviser will be there throughout your financial career is vital before committing to such a relationship. Why not call us to see how we can help you.