Heritage Wealth Solutions couldn’t be better located to offer financial advice to Tingley residents wanting to speak to local financial advisers, as our Morley-head office is located just under 10 minutes away from the town.

Our team of Charted Financial Planners have over a decade of experience when it comes to dealing with individuals, couples and businesses on their financial journey’s, covering everything from wills, investments and savings. In fact, our track record is so good in the area that we already have customers coming back to us over and over again even though we only opened our doors in January 2015.

That’s because we ensure that all of our financial advisers deliver clear, understanding and honest advice when it comes to client finances, meaning that our customers will never feel in the dark.

So how can we help you? 

For Tingley residents, our team will carry out home visits to discuss financial matters should they not be able to visit our office for any reason, and that’s because we understand that people have busy lives. Unlike a lot of financial businesses, we also offer a free 30-minute consultation for new customers, who may simply just want honest feedback on their finances. This can be done through a meeting at our office, a home visit or over the telephone.

Here’s just some of the services we can offer you:

  • Strategic financial planning: We help our clients understand their current financial position, allowing them to clearly see what they can realistically achieve money-wise. These results are created from our financial team collecting relevant information such as earned income, pensions, investments and expenditure etc. so we can make an accurate judgement.
  • Pensions and retirement planning: Our team cover two distinctive areas of retirement planning – one of which ensures you have enough income to fund your retirement, and the other being how best to draw from those assets based on your needs. That’s why our detailed pension advice can benefit anyone in Tingley, no matter of their age.
  • Portfolio management: Through asset allocation, tactical overlay and fund research, our financial advisers can ensure Tingley customers with investment portfolios achieve the best results.

If you are based in Tingley and looking for financial advice in any of the above services, please do not hesitate to contact our team on 0113 350 2080.