Heritage Wealth Solutions

Independent Financial Adviser Suite G2, Seven Hills Business Centre, 2 South Street, Morley, West Yorkshire, Leeds, LS27 8AT
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Our advisers each have Chartered status and we aim for all our clients to make the most of their finances.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrew Dodd BSc(Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Claire Stones APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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.
Linda, West Yorkshire
We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.
Peter and Sandra, Pontefract
Mr. Andy Dodd I have known Mr. Andy Dodd since April 2005 where he became financial adviser to my wife and me. At this time Mr. Dodd was offering financial advice and financial planning to senior managers in education who were retired or about to retire. Professional Mr. Dodd has always portrayed a very professional outlook to his work. He has the ability to offer advice and information in a very understandable format to individuals who do not have investment background or sound investment knowledge. Mr. Dodd has offered advice and undertaken action on a wide range of financial matters for us. Each action has been thoroughly discussed so that we have a clear understanding of what is proposed. In areas where he feels he is unable to answer our requests e.g. Wills / Probate he will seek advice and recommend the appropriate personnel. We are aware that Mr. Dodd travels extensively in his work throughout the country. He is always prompt in attending meetings at our home. Consequently he has an impeccable ‘time management’ ability. In our discussions with Mr. Dodd we have never felt rushed in our meetings or rushed into making decisions. We have no concerns in raising questions with Mr. Dodd regarding our financial affairs. If he does not have the information to hand Mr. Dodd will readily ‘get back’ to us about the matter. Professional Development We are aware through our meetings with Mr. Dodd that he is very keen to keep abreast of current developments in the financial sector. Through discussion it evident that Mr. Dodd is also keen to obtain further financial qualifications and it is reassuring that he has done this throughout his career. He has studied for and obtained BSc (Hons) and has qualifications to be a Chartered Financial Planner. This personal development gives the consumer confidence in the advice that he has to offer. Personal Mr. Dodd has many likeable qualities that help him in his work. He has a happy outgoing personality and a sense of humour. He is a very personable man and immediately puts you at ease in discussions on financial matters. We have no hesitation in recommending Mr. Dodd as an adviser for financial affairs. Gareth - Retired - February 9, 2015
Gareth, North East
Where to find us

Suite G2, Seven Hills Business Centre, 2 South Street, Morley, West Yorkshire, Leeds, LS27 8AT

Contact us
About us

The partners of Heritage are both chartered financial planners who each have over 10 years experience of advising clients. We have specialised in retirement planning as well as in depth portfolio management for clients for many years.

Our services

We specialise in providing holistic professional advice for clients and dedicate a lot of our time and resources to the investment solutions we offer. Our clients can choose from a range of servicing options to have their portfolios reviewed as frequently as every three months for those who prefer to have their finances very closely monitored, our clients value the extra time and resources we dedicate to managing their money.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Heritage Wealth Solutions is a trading name of Heritage WS Ltd and is directly authorised and regulated by the Financial Conduct Authority (FCA) under reference 678847.

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