Our customers

What our clients say...

Our clients come to us from a range of backgrounds — individuals, families, and people leading demanding professional or business lives — but they all want the same thing: clear, considered advice they can trust.
What they consistently tell us is that working with us brings a sense of clarity and calm. We take the time to understand their priorities, offer insight that genuinely adds value, and help them make confident decisions. Nothing is rushed, nothing is generic — and behind every conversation is a depth of technical expertise that ensures their plans are robust, well-informed and built to last.
 
It’s this combination of personal connection, technical strength, and deeply informed guidance that sets the tone for the experience we offer.

Here’s what some of our clients say about working with us.

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Cath & Pete

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Margaret

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Paul & Gail

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Juila

Independent advice, personal service, and no pressure.

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

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

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

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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