HEB Wealth and Employee Benefits

Independent Financial Adviser  Mayesbrook House, Leeds, LS16 6QY
First meeting at adviser's own cost
Our job is to understand your aims, plans and concerns and demystify all the jargon. Then to find and implement tailored financial plans for you and to support you so that they come to fruition.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
Alex Law
Financial Planner
Steve McDermott
Chartered Financial Planner
Elaine Merritt
Chartered Financial Planner
Sharon Vodden
Chartered Financial Planner
About us

“I love money. I love everything about it. I bought some pretty good stuff .Got me a 300 dollar pair of socks, got a fur sink, an electric dog polisher, a gasoline powered turtle neck sweater and of course I bought some dumb stuff too.” - Steve Martin

We want to know all about your fur sink and electric dog polisher – if they matter to you!

Our services

We enjoy building meaningful relationships with our clients.

We aim to understand your individual needs and set tangible financial goals, tailored to your own unique circumstances.

We firmly believe in adopting a holistic approach to financial planning and have made this the cornerstone of our practise.

Any fees or costs are always discussed and agreed prior to any work taking place.

Where to find us
Head office address: Mayesbrook House, Redvers Close, Leeds, BD23 1NB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021

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