Investments
We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.
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.
Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.
We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire
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.
More complicated investment structures exist which can be very useful to individuals in Yorkshire who have more specific needs – however they are much more complex to understand. In some instances, a person may have a large inheritance tax liability or a capital gains liability which they wish to mitigate. Or perhaps a client has a need for a very high yielding investment, or an offshore investment for tax purposes*.
At Heritage Wealth Solutions, our Leeds-based financial advisers have a wealth of knowledge on investing money where these types of products are concerned. Whilst these investment types tend to carry a greater risk and need a certified financial planner to help understand, the benefits from such investments can more often than not outweigh the risks.
The need for financial advice is particularly high where these products are concerned and we find that our Yorkshire-based clients take comfort from knowing all such investment recommendations will have been internally approved by a local charted financial planner.
Our financial advisers can give investment advice in many areas, including:
- Enterprise Investment Scheme (EIS)
- Venture Capital Trust (VCT)
- Business Property Relief (BPR)
*The Financial Conduct Authority does not regulate tax advice on some forms of offshore investments.
If you are an individual based in the Leeds, Wakefield or surrounding Yorkshire area and you would like to speak to an experienced financial adviser on specialist and high-rewarding investments, then please do not hesitate to contact our Slaithwaite-based team on 0113 350 2080.
