Heritable Financial Planning

Independent Financial Adviser 207 Regent Street, London, W1B 3HH
FCA verified
15th October 2018
Heritable Financial Planning is a small distinguished firm of independent advisers and investments specialists, based in Edinburgh and London.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
adviser-person
Hugo Cannon BSc (Hons) APFS Certs CII (MP & ER)
Chartered Financial Planner
adviser-person
Colin McCallum BSc MBA DipPFS FCIBS
Director
Where to find us

207 Regent Street, London, W1B 3HH

About us

We offer a renowned financial planning service aimed at helping clients make financial sense of their lives. With a wealth of experience in financial planning, we impartially assess an extensive array of products and services to find the perfect solution. Our clients include: Private Individuals, families, Trusts, Charities, Business owners, Companies and Ex-Pats.

Our services

We are experts at helping people at the point of retirement. We can help them build up their retirement funds during their working lives, and we advise on how best to manage these funds in retirement. We make sure your money is working hard for you, to give you the best income possible.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Heritable Financial Planning is a trading style of Johnston Financial Services Ltd which is authorised and regulated by the Financial Services Authority.

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