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

9th December 2019

We are experienced professionals committed to providing unbiased and affordable financial advice.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Group Pension/Stakeholder

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Meet our advisers

Claire Goodfellow DipFA MLIBF

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

DipFA - Diploma for Financial Advisers (LIBF)

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

David Heaton DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

G10 - Taxation and Trusts (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

G20 - Personal Investment Planning (CII)

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.

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Group Pension/Stakeholder

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£20,000

Minimum mortgage value

£0

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Contact options

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