Heritage Independent Financial Consultancy Ltd.

Independent 1 Scott House, Cook Way, Bindon Road, Taunton, Somerset, TA2 6BG
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
21st October 2019
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Colin Williams
Bryan Pooley
Adam Reading
Financial Adviser
Jonathan Hutchins Dip PFS & CeMAP
Principal Financial Adviser
Where to find us

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

Make an enquiry
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value