Andrew Dodd

Director & Chartered Financial Planner
Director & Chartered Financial PlannerBSc (Hons) APFS

Profile/Information

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.

Claire Stones

Director & Chartered Financial Planner
Director & Chartered Financial PlannerAPFS

Profile/Information

Claire is a founding partner of Heritage Wealth Solutions and started her career in Financial Services in the year 2000. Claire has achieved the status of Chartered Financial Planner, which she believes gives her the skill set to guide clients through all aspects of financial planning.

Claire is well known for her friendly, open and approachable manner and always tries to communicate clearly and without jargon. Her aim is to provide a professional, bespoke, personal, quality service to all. Claire specialises in pre and post retirement, putting a plan together to ensure clients can maintain their lifestyle in and throughout retirement.

Gill Popple

Office Manager
Office Manager

Profile/Information

Gill has worked in the financial services industry for most of her career and has worked with both Claire and Andy for over 10 years, she has gained several industry qualifications.

Gill is currently in charge of all Administration and Compliance at Heritage, with her main aim being to ensure that everything runs smoothly and efficiently. Her ethos is that all clients should be provided with excellent customer care and a personal service that is second to none.

Nigel Porritt

Independent Financial Adviser
Independent Financial AdviserDipPFS

Profile/Information

Nigel started his career in 2005 within the General Insurance Sector. Having opted for a career change in April 2011 Nigel entered the Financial Services industry, working primarily with Claire Stones in a Paraplanning and Investment Analyst role. Since then he has achieved the Diploma in Regulated Financial Planning and has since been advising clients on all areas of financial planning which he finds very rewarding!

Jonathan Bush

Administrator
Administrator

Profile/Information

Jonathan’s main aim is to put the clients first and has this as his focus in all the jobs he does. Since leaving sixth form at the beginning of summer 2015, Jonathan has had a passionate interest in the business industry for which he was studying towards in school and sixth form for four years.

This has given him certain skills and qualities such as working Microsoft technology and understanding parts of the business world, he is now focusing more on understanding financial services. Jonathan is studying towards his diploma in financial services.

Kiera Stones

Administrator
Administrator

Profile/Information

Kiera is relatively new to the industry but is very quickly becoming qualified in her role as administrator. Kiera is diligent and dedicated, and her attention to detail helps greatly when dealing with client files. Kiera is studying towards her diploma in financial services.

Phillipa Dutton

Paraplanner and Research Assistant
Paraplanner and Research Assistant

Profile/Information

Phillipa has worked in financial services since 1998 and has been a paraplanner since 2004. She joined the Heritage team in August 2021 and her attention to detail is a real asset in her role as a paraplanner and research assistant.