What Our Customers Think

Our Testimonials

I have found that Andrew Dodd, partner at Heritage, delivers financial advice in an easy and understandable way, so that people like myself can simply understand the steps needed to be taken.

Throughout the time we have dealt with him, before his venture with Heritage, he is always prompt at meetings, efficient with his time management, and will also spend the extra time in giving financial advice to do with our financial portfolio.

I would always recommend him as an independent financial adviser to help with anyone I know looking for portfolio management, pension advice and even tips on regular savings.

Gareth, Cleveland

We worked with Andrew for over 8 years now, prior to his time as independent financial adviser for Heritage, and he has proven to be an excellent adviser, whom we moved from a working environment into retirement with.

During that time we had excellent and friendly financial advice, from retirement planning and pensions to portfolio management and investment advice, all of which we fully understood and were comfortable with. In all of his financial recommendations they have proven to be extremely beneficial for us, and nothing is ever seen as too much trouble, as he has always remained reachable and delivered timely and effective financial advice.

We would always recommend Andrew, and now the whole Heritage team as we are positive that everyone else would have the same enjoyable experience as we do. With Andrew you were not just another person in a queue, it’s a personal financial experience, and it’s reassuring that we could contact him whenever for advice big or small.

Stephen, South Yorkshire

Why Are We The Best?

Our Company Mission

At Heritage our main focus is on building strong client relationships. 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.

The Heritage Philosophy

At Heritage we invest a significant amount of time at the beginning of our journey in order to understand your aims and objectives as well as the resources you have to meet those aims.

Our Promise

We believe in looking after the clients we manage. All our advisers are experienced Financial Planners who are able to view the pros and cons of our advice and ensure, on balance, our solutions are the most suitable for to meet client needs.

We believe in looking after the clients we manage.

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.