Heaton Financial Independent Financial Advisers Ltd

Independent Financial Adviser 6 Waring Bowen Court, Mill Road, Exeter, Devon, EX2 6LY
First meeting at adviser's own cost
Response rating
9.7 /10
FCA verified
9th December 2019
We are experienced professionals committed to providing unbiased and affordable financial advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group Pension/Stakeholder
Meet our advisers
Claire Goodfellow DipFA MLIBF
Independent Financial Adviser
David Heaton DipPFS
Independent Financial Adviser
What our clients say
I have never been great with Pensions although I have quite a few. I finally decided at 50+ I should take a look at them, having looked at them I decided I would seek professional financial advise. I am so pleased I made this decision. I took all my papers along to Heaton Financial who were so helpful, I appreciate your professional guidance, advice and assistance. Without your invaluable expertise it would have meant negotiating a pile of documentation, for which I was totally unprepared or understood. I can now relax, knowing that all the necessary paperwork has been handled in a very competent and successful manner. Thanks so much.
Ms S, Topsham
As a new client of Heaton Financial, I have found them to be very friendly and provide clear and professional advice. I have no hesitation in recommending the company
Mr G, Exeter
David Heaton has been my financial adviser for over twenty years. In that time, I have received much good and sound advice. I have no hesitation in recommending Heaton Financial to anyone who needs informed, unbiased, financial guidance.
Dr B, Newton Ferrers
I work full time and have children. I know I need to spend more time on my finances, but can never find this time. Heaton Financial visited me at a time convenient to me and took an overview of my current position. They reviewed this and came back with a range of options. They weren't pushy. Their charging structure is such that they will not recommend one policy over another because it has a greater cut for them. They even called round for me to sign the papers and I'm sure I'm not a huge client for them. They have made everything very straightforward and we have agreed an annual review.
Mrs S, Topsham
I have been with Heaton Financial since they were first established. Since then they have been extremely good and most helpful to us. I would recommend them to anyone
Dr W, Willand
We really do appreciate your past services, with your friendly, understanding and very effective assistance. We know where to come should we need further guidance.
Dr W, Helston
As a new client of Heaton Financial, I have found them to be very friendly and provide clear and professional advice. I have no hesitation in recommending the company.
Mr G, Exeter
Where to find us

6 Waring Bowen Court, Mill Road, Exeter, Devon, EX2 6LY

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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