Heritage Independent Financial Consultancy Ltd.

Independent Financial Adviser 1 Scott House, Cook Way, Bindon Road, Taunton, Somerset, TA2 6BG
First meeting at adviser's own cost
Response rating
10/10
FCA verified
3rd December 2018
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
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
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Jonathan Hutchins Dip PFS & CeMAP
Principal Financial Adviser
Colin Williams
Bryan Pooley
Adam Reading
Financial Adviser
Where to find us

1 Scott House, Cook Way, Bindon Road, Taunton, Somerset, TA2 6BG

Contact us
About us

Trust and Independence.
Financial advice can be a mine-field of unexpected surprises. Here at Heritage we pride ourselves on taking out the confusion of such a complicated area that should concern anyone and everyone.

Our services

We are proud to service many clients both personal and business , building strong ongoing relationships and have advised on this basis for the past 20 years. All advisers are fully qualified in their respective ares of specialism.

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

regulated by the FCA number 624976

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