Tom Kneeshaw
25 Feb 2026Great company, great people and great advice. I use Heritage and the team in our business. Personally and my mothers uses them too, the advice they give is great. Would highly recommend them.
Heritage Wealth Solutions is an FCA-regulated mortgage broker based in Kirklees, HD7 5AL, specialising in Ltd Co, Residential. Rated 5/5 from 5 reviews.
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Meet our experienced team of mortgage professionals
Charlotte Harris
Mortgage Adviser
Daniel Evans
Protection Specialist
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Tom Kneeshaw
25 Feb 2026Great company, great people and great advice. I use Heritage and the team in our business. Personally and my mothers uses them too, the advice they give is great. Would highly recommend them.
James Parry
1 Jun 2023George has been fantastic and mapping out my finance trajectory and given me an unbiased view of my options. Straight-forward advice that anyone can understand. Would recommend to anyone wanting to get a clearer picture of their current and future situation.
Julia
19 Oct 2015Andrew is honestly the best IFA I have ever dealt with. He gives excellent, straight-forward advice, and I really believe in his investment strategies. Andrew is well researched and up to date as well as being flexible in his approach to meet my needs. I've dealt with many IFAs in the past, who on the whole have been twice as expensive and half as good as Andrew.
Tim Bradley
16 Oct 2015Andrew Dodd from Heritage listened to my needs and then provided services to fulfil my requirements. He explained the jargon clearly, and has helped me understand areas of finance where others have tried and failed, which is important to me as I don't like to do things blindly. I have and always will recommend Andrew to my friends, family and other businesses I come into contact with. What could they have done better you might ask? Nothing... otherwise we would have had this conversation, and I guarantee it would have been implemented.
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