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  11. Heritage Independent Financial Consultancy Ltd.

Heritage Independent Financial Consultancy Ltd.

Independent Financial Adviser  1 Scott House, Taunton, TA2 6BG
First meeting at adviser's own cost
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis. Pension consolidation and drawdown specialists.
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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Mortgage protection
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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 ISA
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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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Group risk
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 16th May 2022
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 plus years. All advisers are fully qualified in their respective areas of specialism.

Where to find us
Head office address: 1 Scott House, Cook Way, Bindon Road, Taunton, TA2 6BG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 16th May 2022

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