Testimonials
At Heartwood Wealth, we understand the importance of feeling appreciated by our clients.
Here are a few kind words from some of our clients.
Jane
Heaton, Newcastle-Upon-Tyne
When I lost my husband, I didn’t know what I had to do about his pensions. Laura helped guide me through my options and was invaluable in completing the process. Since then she has also helped me setting up a Trust Fund for my grandchildren to help with either university fees or a mortgage deposit when they grow up.
Karen
Howden, Goole
My husband had collected a number of pensions throughout his career and Laura explained how we could find them all. The team at Heartwood had a lot of patience tracking them down and now we have them all located.
As for me, Laura really took the time to find out about what makes my company tick before putting protection in place for the security of myself and my staff.
Nicola and Chris
Wheatley, Doncaster
As first-time buyers, we were a little daunted by the mortgage process, but the wonderful and experienced people at Heartwood Wealth provided us with invaluable guidance and support every step of the way.
Rob and Sarah
Chesterfield, Derbyshire
Laura took the time to get to know our family and has helped us to plan for the children's future. Her attention to detail has resulted in us feeling so much more financially secure.
Adam and Razia
Wheatley, Doncaster
Laura went above and beyond to help us secure the best rate when we were remortgaging.
One of us had just finished being a full-time student, but Laura's blend of expertise and approachability made what was a daunting prospect much less worrisome. We were kept well-informed and guided through every step of the process, and we couldn’t be happier with the service we received.
Ross and Lisa
Airdrie, Scotland
After moving to a new job I wanted to get some advice about what I should do with my previous pensions. It was great to hear what Laura had to say and point me in the right direction.
