Phone: 01484 810 601  |  Email: info@heritagews.co.uk

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Independent. Personal.
Built around you.

No product push. No quota. Evidence-based advice and regular reviews to support your goals.

Plan your life with precision. Live it with confidence.

We build tailored financial plans designed around your life… so your money works for you, not the other way around.

It starts with
a conversation.

No pressure, no jargon – just a relaxed obligation-free chat to understand your goals and see if we’re the right fit.

Small by design.
Big on care.

We’re proudly independent and intentionally small – which means more time for you, and advice that’s shaped by what truly matters.

How we can help you achieve your financial goals?

Whether you're planning for retirement, thinking about tax efficiency, passing on wealth, or just wanting to make smarter financial decisions... we're here to help!

Get in touch

Planning for retirement

Ready to step back from work? We’ll help you decide when it’s doable, what’s enough, and how to move forward confidently—with a flexible, realistic plan.

Maximise tax efficiency

We help reduce unnecessary tax with smart strategies—maximising income, savings, and investments so you keep more of what you earn and protect long-term wealth.

Reduce inheritance tax

Want to pass on more to loved ones and less to the taxman? We’ll guide you with smart gifting and trust strategies to protect your legacy.

Grow a lump sum

Got cash or savings to grow? We’ll help you invest for your goals—matching your timeline, risk appetite, and vision for the future with smart, tailored strategies.

Protect my family

Want to protect loved ones from life’s uncertainties? We’ll help you build smart cover that offers peace of mind now and financial support when it’s needed most.

Gifting and legacy

Want to make a lasting impact? We’ll help you gift, give, or leave a legacy—tax-efficiently and aligned with your values—so your generosity goes further.

What our clients say about us...

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Cath & Pete

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Margaret

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Paul & Gail

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Julia

How we work

It starts with you - your goals, your life, your future.

Step-01

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We start with a conversation

No pressure, no jargon, no charge — just a relaxed, free chat to understand what really matters to you now and what you want for the future.

Step-02

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We collate numbers and build you a plan

Using our expertise, we’ll create a clear, personalised financial plan that shows where you stand now and how to get to where you want to be.

Step-03

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We present your plan and help you implement it

Once your plan is in place, we’ll guide you step by step — helping you take action with clarity and confidence.  Our goal is to make the process feel manageable!

Step-04

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Annual reviews and more

Whether it’s regular reviews, big decisions or quiet check-ins, we’re here when you need us — and never when you don’t.

Learn more

Financial Planning for Business Owners

Whether you’re growing, stepping back, or extracting value — we can help you connect the dots between business and personal planning, so you can get more out of what you’ve built.

  • Optimising Directors’ Pay & Pensions
  • Planning for Exit or Succession
  • Making the Most of Company Cash
  • Pay & Pensions
Learn more

Independent advice, personal service, and no pressure.

Your first meeting is free. Why not get in touch to see how we can help you?

Contact us

Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Phone: 01484 810 601
Email: info@heritagews.co.uk
Our Location: Find Us

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Information

We provide independent financial planning and investment advice to clients based in the United Kingdom only.

The content on this website is for information purposes only and should not be regarded as personal financial advice.
Investments can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

Address & Registered Office: Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Heritage Wealth Solutions is a trading name of Heritage WS Ltd and is a limited company. Registered in England and Wales number: 9448681
Authorised and regulated by the Financial Conduct Authority.

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