At Heritage Wealth Solutions, our Chartered Financial Advisers feel the initial crucial step in the strategic planning process is to develop a thorough understanding of your current financial position, as well as ascertain your goals and objectives. This information involves our team collating all the available financial facts from our Yorkshire-based clients including values of existing policies, earned income, pensions and investments, expenditure, liabilities etc.

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.

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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.
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Recent News

Meet Our Customers

Finding a secure level of income during retirement

Many people in the process of planning their retirement look to independent financial advisers to help with pension’s advice when they hear of options of investment to increase their savings. This was the case for our Leeds team recently, who helped Eric find a secure level of income during his retirement…

Eric, who was still working at the time, came to our team after being recommended our services by a friend, with a request to take out money from his pension to buy a property, but found that if he did so whilst still in work he would face an unnecessary and high tax bill.

Initially, we offered a free 30 minute finance consultation with Eric, so we could discuss his situation, before planning in the next steps to take to help resolve it.Read More

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.” 

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