Heartwood Wealth

Heartwood Wealth 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 approac

h 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.

25/08/2026

At Heartwood Wealth, we can help you with a wide range of services, including:

- Intergenerational Planning
- Corporate Financial Planning
- Protection Planning
- Retirement Planning
- Mortgage Advice
- Investments

Whatever you need help with, our local friendly team would be delighted to assist you. We will work with you to find the right solution or combination of products that best suit your needs.

Simply drop us a message by emailing Laura at [email protected] or Chris at [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 08/07/2026

We believe that financial planning is about more than just numbers - it’s about people. We understand that navigating th...
20/08/2026

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.

If you’ve ever felt confused or intimidated by industry jargon, we provide 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 will help you to create a holistic strategy tailored to your unique aspirations.

Get in touch today by calling 01302 543616 or visit our website: https://www.heartwoodwealth.net/contact

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 08/07/2026

As a business owner, do you have the right protection in place?Employers are required to provide a workplace pension und...
17/08/2026

As a business owner, do you have the right protection in place?

Employers are required to provide a workplace pension under auto-enrolment legislation. At Heartwood Wealth, we can review your existing pension and protection arrangements and consider whether they remain suitable for your current position.

As your workforce evolves or legislation changes, we will revisit your financial arrangements to ensure that they remain appropriate.

We can also help you to secure three vital pillars of protection, including key person protection, income protection and private medical insurance.

For more information, visit https://www.heartwoodwealth.net/services/corporate-financial-planning

Auto enrolment products are not regulated by the Financial Conduct Authority.

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 08/07/2026

At Heartwood Wealth, we go above and beyond to provide a tailored approach for each of our clients. That’s why we love t...
13/08/2026

At Heartwood Wealth, we go above and beyond to provide a tailored approach for each of our clients.

That’s why we love to hear great feedback, like this testimonial from our client Jan Peterson:

“What an amazing group of people with knowledge like no others. If you are looking for ways to manage your portfolio, I cannot recommend Laura Wood and Chris Wood highly enough.”

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 08/07/2026

As you approach the end of your current mortgage deal, it’s important to secure a new rate that aligns with your financi...
09/08/2026

As you approach the end of your current mortgage deal, it’s important to secure a new rate that aligns with your financial goals.

We handle the entire remortgaging process for you, including comparing an array of options available across the market to find the most suitable deal. Our service involves a detailed comparison of products, ensuring you don't automatically roll onto a potentially expensive standard variable rate.

If we find that your existing lender offers the best available deal for your circumstances, we’ll let you know. In these instances, we do not charge a fee for our advice.

For more information, visit https://www.heartwoodwealth.net/services/mortgage-advice

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 08/07/2026

New research has shown the amount of money needed for people to achieve a good standard of living in retirement has rise...
05/08/2026

New research has shown the amount of money needed for people to achieve a good standard of living in retirement has risen significantly in the last year.

Figures from trade body Pensions UK show a sharp increase in the annual income needed to support a ‘minimum, moderate, and comfortable’ retirement. This has been driven by the increased cost of living over the past year, particularly food prices, energy and transport.

With retirement planning more important than ever, we are here to help you plan for the future. Find out more at https://www.heartwoodwealth.net/services/retirement-planning

Or read the full article: https://www.sjp.co.uk/individuals/news/pensions-uk-report-figures-paint-dire-picture-of-nations-saving

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 08/07/2026

Are you looking for financial advice? Here are three reasons why you should choose us…1. We go above and beyond to provi...
03/08/2026

Are you looking for financial advice? Here are three reasons why you should choose us…

1. 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.

2. We are 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.

3. We offer a wide range of financial services, and will work with you to find the right solution or combination of products that best suit your needs.

Find out more: https://www.heartwoodwealth.net/about

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 08/07/2026

Ahead of starting his Mortgage Adviser Level 3 Apprenticeship on 3rd August, our Trainee Advisor Daniel has been out sui...
01/08/2026

Ahead of starting his Mortgage Adviser Level 3 Apprenticeship on 3rd August, our Trainee Advisor Daniel has been out suit shopping.

Daniel recently joined Heartwood Wealth as our newest recruit, starting in the role of Administrative Assistant. He is keen to build a solid foundation within the business as he works towards his goal of becoming a mortgage advisor.

We certainly think he looks the part!

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

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