Heaton Financial Independent Financial Advisers Ltd

Independent Financial Adviser  6 Waring Bowen Court, Exeter, Devon, EX2 6LY
First meeting at adviser's own cost
We are experienced professionals committed to providing unbiased and affordable financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MRS Claire Goodfellow DipFA MLIBF
Independent Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR David Heaton DipPFS
Independent Financial Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

About us

At Heaton Financial we are committed to providing unbiased, professional, holistic independent financial advice and our advisers have over 40 years of experience. We do not make a charge for an initial meeting and are happy to visit you at home. Not all firms charge for advice in the same way. We will discuss our fee options with you at our initial meeting. We will not charge you until we have agreed with you how we are to be paid.

Clients recommend us as 'extremely good', 'most helpful' and 'very straightforward' - do read the testimonials on our webpage.

Authorised and regulated by the Financial Conduct Authority.

You can call us directly on <phone number hidden> (we will get back to you within 24 hours).

Our services

We are Independent - we work for our client’s interests, not those of a bank or insurance company - and offer products from the whole of market. Once we have understood your needs, aims and aspirations Heaton Financial will help you make your money work for you and will continue to enhance your wealth long into your retirement.

Where to find us
Head office address: 6 Waring Bowen Court, Mill Road, Exeter, Devon, EX2 6LY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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