It can be difficult for employers in the Yorkshire area to provide detailed financial advice for employees around their pensions and ancillary benefits.

Our financial advisers at Heritage have years of experience of presenting to small to medium sized groups, from full day seminars to sunset sessions (typically two hours) as well as arranging surgeries to provide financial advice to employees.

If you are a business in the Leeds, Wakefield or surrounding Yorkshire area and your staff require guidance on the changes to their pension schemes (many defined benefit pensions are going through changes and given pensions freedoms individuals are wanting to look at their options) or you wish to offer a surgery to staff for holistic financial planning, then do not hesitate to contact our Chartered Financial Advisers to discuss this 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

  • Pensions advice

New changes to public sector pensions explained

April 4th, 2016|0 Comments

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

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.