We may predominantly serve those living in Leeds from our Morley office, but Heritage Wealth Solutions can also provide the people of Harrogate with financial planning services.
Our specialist team has been working in the industry for decades, and in that time has delivered advice to both individuals and businesses throughout the area. In doing this, we take great pride in understanding and acting on the unique needs of every client that we manage.
Heritage’s Managing Director, Andrew Dodd, comments:
“My staff and I have focused on offering honest, transparent and expert analysis right from the start. Being open with our clients is extremely important to us, and we have found that it enables Heritage as a whole to develop strong customer relationships.
“Everyone here takes great pride in their ability to influence people’s lives for the better – something that we are extremely keen to continue in the near and distant future.”
What do we offer Harrogate residents?
Rather than bogging people down with technical jargon, Heritage opt to present their advice in the clearest manner possible. We do this so that clients have a full understanding of both their current and projected future financial position.
Also, as we appreciate that not everyone can make it to our Leeds office for meetings, our advisers can provide home visits to those based across the Harrogate area.
Irrespective of where the appointment takes place, here is a brief taster of some of the services that we specialise in:
- Cashflow modelling: As well as assessing our customers’ existing financial situation, we also construct a structured plan for the future.
- Pensions: Our retirement planning service mainly centres around ensuring that clients have the funds available to enjoy their later life.
- Investments: By regularly monitoring and reviewing potential options, Heritage help people to avoid making the mistakes that many investors do.
- Portfolio management: Heritage’s philosophy is that routine monitoring of the portfolio both optimises performance and minimises the risk of errors.
The Harrogate economy
According to recent statistics, with low unemployment and an impressive number of new business start-ups, Harrogate’s economy is one of Yorkshire’s strongest.
As it is predicted to grow by £330 million by 2020 too, this shows no sign of slowing down whatsoever.
To gain more insight on any of the above, feel free to have a read through our services page.
Alternatively, if you would rather speak to a member of our team, please do not hesitate to get in touch with one of us today by either calling 0113 350 2080 or emailing info@heritagews.co.uk.