About Heartwood Wealth
Based in the heart of Doncaster, Heartwood Wealth is a financial planning Practice dedicated to helping individuals and families secure their financial futures. Our journey began with a commitment to excellence and a passion for financial security.
Why choose us?
At Heartwood Wealth, we go above and beyond to provide a tailored approach for each of our clients. We specialise in providing a seamless, end-to-end service that fits your personal circumstances. From the initial discovery meeting to regular annual reviews, we act as your long-term financial partners.
An Associate Partner Practice of St. James's Place, Heartwood Wealth combines the personalised, boutique feel of a local family business with the robust resources and investment expertise backed by a leading financial institution.
With a wide range of financial services, we will work with you to find the right solution or combination of products that best suit your needs. Our clients value our ability to track down "lost" legacy pensions, simplify complex tax planning, and provide a steady hand through changing market conditions.
Financial advisers in Doncaster
With over 18 years of industry experience, Laura Wood is our Principal Financial Adviser. Qualified in many different aspects of financial advice, she is a Chartered Fellow of the Personal Finance Society. This represents the "gold standard" of qualifications in the UK, ensuring our clients receive advice of the highest technical and ethical calibre.
Our Practice Manager Chris Wood leads operations and is on hand to discuss your mortgage options, and Laura and Chris’ son Daniel is the newest team member to join the business as a trainee adviser.
Our philosophy
At Heartwood Wealth, we believe that financial planning is about more than just numbers - it’s about people. We understand that navigating the complexities of pensions, investments, and mortgages can be daunting. That’s why our approach is built on transparency and trust.
We take the time to strip away the industry jargon, providing straightforward advice that empowers our clients to make informed decisions with confidence. Whether you are planning for a comfortable retirement, protecting your family’s lifestyle, or stepping onto the property ladder, we provide a holistic strategy tailored to your unique aspirations.
Trust us to safeguard your financial future.