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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Heartwood Wealth

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Heartwood Wealth

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Our journey began with a commitment to excellence and a passion for financial security. Trust us to safeguard your financial future. SJP Approved 02/01/2026
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At Heartwood Wealth, we go above and beyond to provide a tailored approach for each of our clients. Heartwood Wealth provides clear, personalised financial planning for individuals, families and business owners who want confidence in their financial future. We focus on helping people understand their financial position, think through their options and make informed decisions over time. Our approach is calm, considered and personal, with an emphasis on clear explanations and long-term planning. We work with clients at different life stages, with services that include protection planning, intergenerational wealth planning, retirement planning, investment planning and mortgages. We take time to understand personal circumstances and priorities before helping people navigate choices that matter. Your home may be repossessed if you do not keep up repayments on your mortgage. Heartwood Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

28/10/2026

Are you aware of the pension rules changing in April 2027? It's prompting many families to take a fresh look at how they pass on their wealth.

At a glance:
- Most unused pension assets will be included in an estate for inheritance tax purposes from 6 April 2027.
- The rule change means many families will need to review their retirement income and estate planning strategies.
- Most pensions can be accessed from age 55 (rising to 57 from 2028).

If you think your pension pot, combined with your house, savings, and other assets, might put your estate above the tax-free limit, it’s worth checking how this impacts you and exploring your options.

Give us a call on 01302 246808 for a friendly, confidential chat about how to protect your family's financial future.

To learn more about what’s changing, take a look at this helpful article by St James’s Place: www.sjp.co.uk/individuals/news/the-new-retirement-dilemma-preserve-or-spend-your-pension

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

21/10/2026

“As an experienced financial adviser with 18 years of experience, I have had the privilege of guiding clients through various market conditions and economic climates. My expertise has been honed through years of assisting individuals and businesses in achieving their financial goals and securing their financial futures.

Over the past decade and a half, I have built a reputation for providing tailored and strategic financial advice that is designed to withstand the test of time. My commitment to excellence and dedication to my clients have been at the core of my Practice, ensuring that their financial well-being is always prioritised.”

Are you looking for confidential, jargon-free financial advice? Laura can help. Send an email to [email protected] or give us a call on 01302 246808.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

15/10/2026

What is protection planning?

Protection planning means building a strong financial safety net for you and your family. It prepares you for life’s unexpected turns, whether that’s a serious illness, an injury that stops you working, or death.

With the right cover in place, the money you need is there when it matters most. Protection planning can cover mortgage payments, replace lost income, or fund critical medical care. We can help you identify your key risks and put the right protection in place.

We don't believe in a one size fits all approach, so we start by getting to know you and your circumstances, then we help you prioritise the types of cover that matter most to your family. Together we’ll take a sensible look at your budget and long-term goals to ensure the plan we build is one you feel comfortable with.

Get started today by visiting www.heartwoodwealth.net/services/protection-planning or call us on 01302 246808.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

12/10/2026

“Laura did a fantastic job of helping me to apply and select my mortgage last year. Very friendly and happy to help, would definitely recommend, I’ll be using Heartwood Wealth again in the future.”

Thank you Aidan for this lovely review! It was a pleasure helping you secure your new home.

Finding the right mortgage is one of the most significant financial decisions you will make. We take pride in offering tailored, jargon-free advice to support our clients through every step of their property journey.

If you’re looking for mortgage advice, give us a call on 01302 246808 or send an email to [email protected].

Your home may be repossessed if you do not keep up repayments on your mortgage.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

05/10/2026

Buying your first home is a major milestone - thrilling, but complicated!

While the anticipation is exciting, the financial responsibilities and various stages of the process can feel overwhelming. At Heartwood Wealth, we provide the honest, realistic perspective you need to navigate this journey with confidence. With our expertise and guidance, we will assist you throughout the process to help secure the right mortgage that suits you.

If you’re saving for your first home and would like to speak to someone about taking the first step onto the property ladder, call us on 01302 246808 or visit www.heartwoodwealth.net/services/first-time-buyers for more information.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

02/10/2026

We were delighted to receive this glowing testimonial! It is always a pleasure helping our clients, and we are so grateful to Mr Mullett for trusting us with his retirement planning.

“I am writing to share my highly positive experience working with Laura Wood. Finding a trustworthy professional to manage my personal finances at what was a very difficult time for me can be daunting, but Laura has made the entire process seamless, transparent, and highly rewarding.

From our very first meeting, she demonstrated outstanding professionalism and a genuine commitment to my financial well-being, she took the time to listen to my long-term goals and thoroughly assess my current situation before offering any recommendations.

Thanks to her expert guidance I now have total clarity and peace of mind about my savings and retirement plan. I highly recommend Laura and have done to my family members and to anyone seeking a knowledgeable, patient, friendly and dedicated financial advisor.

Thank you Laura.”

If you are considering your own savings and retirement plan, please feel free to get in touch by calling 01302 246808 or emailing [email protected].

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/09/26

30/09/2026

Circumstances can change when we least expect it.

If a sudden change in your health or situation means you can no longer work, your focus may shift from building wealth to simply paying the bills. We can help you put a plan in place to look after your family and home if the unexpected happens.

We don't believe in a one-size-fits-all approach, so we start by getting to know you and your circumstance, then helping you prioritise the types of cover that matter most to your family. Together we’ll take a sensible look at your budget and long-term goals to ensure the plan we build is one you feel comfortable with.

Book a consultation today to discuss your circumstances in a relaxed environment and find out how we can help you protect your family's future. Visit www.heartwoodwealth.net/contact or give us a call on 01302 246808.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 08/09/2026

27/09/2026

Meet the team behind Heartwood Wealth!

Financial planning isn't just our business, it’s in our family. Founded right here in Doncaster, we're proud to combine expert, trusted financial guidance with the personal, down-to-earth service you'd expect from a family-run practice.

Here is a quick look at the faces behind the firm…

Laura Wood, Principal & Financial Adviser

With over 18 years in finance and the prestigious Chartered Fellow designation, Laura is passionate about guiding clients through every stage of life. When she’s not helping clients secure their financial futures, you’ll find her baking, enjoying the theatre, or out on walks.

Chris Wood, Practice Manager

Chris keeps everything running smoothly behind the scenes! A former Head of Chemistry with a Master’s in Leadership, Chris ensures Heartwood Wealth operates efficiently every day. Outside the office, he’s either working on his golf swing or visiting his local board game café.

Daniel Wood, Trainee Adviser

Daniel first joined us as an Administrative Assistant, and has just started his Mortgage Adviser Level 3 Apprenticeship. When not studying, you can expect to find Daniel at the cinema watching classical movies on 36mm film.

Merlin, Head of Client Relations

Our most popular team member! Rescued just before lockdown, Merlin (our resident Siberian Husky) takes his job of greeting guests very seriously, and is always open to a cuddle or a treat!

Whether you’re planning for retirement, looking into mortgage advice, or building intergenerational wealth, our family is here to support yours. Get in touch today by calling 01302 246808.

26/09/2026

Privileged to support such a wonderful event tonight!

24/09/2026

At Heartwood Wealth, 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.

Why not subscribe to our email newsletter to keep updated with our top financial tips and latest news. Simply visit our website www.heartwoodwealth.net/ and scroll to the bottom of the page.

Heartwood Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 08/09/2026

Address

2nd Floor The Space Station, Kirk Sandall
Doncaster
DN31HE

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441302543616

Website

http://www.heartwoodwealth.net/

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