Andrew Dodd

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

Profile/Information

My Background

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.

Reviews and Ratings for Financial adviser Andrew Dodd, Halifax

The Highest Accomplishment

Obtaining an honours degree in Mathematics.

Favourite Things To Do

Picking up heavy things. Andy has competed in numerous strongman competitions and is now training for a powerlifting competition, although having done the World Coal Carrying competition several times he finds this the most gruelling! He aims to one day compete in the Finnish wife carrying championships…

Off Topic - Dinner Party

If Andy could invite three people to dinner it would have to be Warren Buffet, Quentin Tarantino, John Cleese.

Claire Stones

Director & Chartered Financial Planner
Director & Chartered Financial PlannerAPFS

Profile/Information

My Background

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.

VouchedFor rating and reviews for Claire Stones, IFA LEEDS

The Highest Accomplishment

One of Claire’s highest achievements is Achieving Chartered Financial Planner status whilst juggling a busy family life and career.

Favourite Things To Do

Claire spends most of her weekends with her husband at the side of a football pitch watching their son and weather depending enjoys it!!

The rest of the weekend is usually spent trying to persuade her daughter to do anything but shopping.
Her idea of relaxing is spending an afternoon cooking and a houseful of hungry friends and family in the evening .

Off Topic - Dinner Party

If Claire could invite three people to dinner it would have to be Michelangelo, Marilyn Monroe and Billy Connolly.

Gill Popple

Office Manager
Office Manager

Profile/Information

My Background

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 and is currently studying to complete her Diploma.

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.

The Highest Accomplishment

Gill has a love / hate relationship with running, mainly due to her love (no hate) relationship with chocolate, so completing a charity 10k run was a big achievement.

However, Gill is currently in training to complete the 3 peaks challenge in August so watch this space.

Favourite Things To Do

Gill loves spending time with friends and family and has a passion for interior design and decorating, which ultimately fuels her second passion of shopping!! She is a fair weather cyclist and loves walking her naughty whippet named Blue.

Off Topic - Dinner Party

Michael Mcintyre to provide the humour, Nigella Lawson to do the cooking and keep her husband entertained and Daniel Craig (aka James Bond) to keep Gill entertained.

Alison Beardsell

Independent Financial Adviser
Independent Financial AdviserBA (Hons) Dip (PFS)

Profile/Information

My Background

Alison has worked in the financial services industry for over 12 years most of her career and has worked with both Claire and Andy in the past. Alison is diploma qualified and has advised in the past, her experience and breadth of knowledge has proved very advantageous at Heritage and Alison aims to advise again in the near future.

Alison is currently in a paraplanning and investment analyst role, also having a degree in English means her reports are some of the most grammatically correct in the industry!

The Highest Accomplishment

Graduating with an honours degree in English Language and Literature.

Favourite Things To Do

Travel. When not planning the next adventure, she likes to bake for friends and family and is also training to beat her last 10k race time.

Off Topic - Dinner Party

Jessica Ennis-Hill, Toni Morrison and Jarvis Cocker.

Nigel Porritt

Independent Financial Adviser
Independent Financial AdviserDipPFS

Profile/Information

My Background

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!

Reviews and Ratings for Financial adviser Nigel Porritt, Wakefield

The Highest Accomplishment

Nigel says his highest accomplishment to date is taking the plunge into a new industry and achieving diploma status within three years.

Favourite Things to Do

Nigel says his favourite thing to do (although presently he is unsure why!) is to follow his beloved Leeds United. He also enjoys socialising with friends and visiting the local gym (every now and again!)

Off Topic - Dinner Party

If Nigel could invite three people to dinner it would have to be Stephen Fry, Karl Pilkingon and Noel Gallagher.

Jonathan Bush

Administrator/Business support
Administrator/Business support

Profile/Information

My Background

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.

The Highest Accomplishment

Achieving a Double Distinction in Business BTEC Level 3.

Favourite Things To Do

Jonathan is learning how to play bass guitar hoping one day to be the best, he is also another Leeds fan and likes to enjoy spending time socialising, playing football and cricket.

Off Topic - Dinner Party

If Jonathan could have three people at a dinner party it would certainly be George Lucas, Barry Chuckle (the only real celebrity he has met) and Lord Alan Sugar.