Heritable Financial Planning

Independent Financial Adviser  207 Regent Street, London, W1B 3HH
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FCA authorised
Last authorised 10th May 2021
Heritable Financial Planning is a small distinguished firm of independent advisers and investments specialists, based in Edinburgh and London.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Colin McCallum BSc MBA DipPFS FCIBS
Director
MR Hugo Cannon BSc (Hons) APFS Certs CII (MP & ER)
Chartered Financial Planner
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.

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

207 Regent Street, London, W1B 3HH

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