This information is brought together by our financial advisers to form your preliminary cash flow forecast. This forecast considers your existing and projected future wealth (including current or future pension benefits), and matches this against the cost of achieving your defined goals and objectives (for example meeting your lifestyle in retirement, school fees costs, property deposit for children).
Many of our clients in the Leeds, and surrounding Yorkshire area, tell our financial advisers that this is the first time they have seen and understood an organised and simple picture of their financial situation. This allows us to clearly assess and formulate a structured plan to achieve their goals and objectives.
If you are looking to create a financial plan, or just want advice on your current situation, please do not hesitate to contact the Heritage chartered financial team on 0113 350 2080.
The constant changes to pensions has left a lot of people in the UK, including here in Yorkshire, extremely confused and concerned about their retirement life.
Our financial adviser team has received calls regarding the alterations to the public sector schemes, and with this in mind has prepared the following article to outline how you may be impacted. Please note that the changes will have no affect whatsoever on your own […]
Meet Our Customers
What Our Customers Think
“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.”
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.