Heritage Independent Financial Consultancy Ltd.

Initial consultation free
Independent financial adviser
Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.

We can advise you on

113
£0+
£0+
£250k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Simon Heap
Independent Financial Advisor

What our clients say

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Anna
What were the circumstances that caused you to look for a Financial adviser? I was looking to invest in a personal pension and merge different pots from existing pensions and I thought the best way...
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Stephen
What were the circumstances that caused you to look for a Financial adviser? Recently through a marriage separation. How did Simon Heap help you? Quickly understood my needs, provided a variety of...
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Daniel
What were the circumstances that caused you to look for a Financial adviser? I was lost in paper work and statements. Didnt know the value of what we had or if we needed to save more. How did Simon...
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Paul
What were the circumstances that caused you to look for a Financial adviser? I needed to understand the best way to manage a share return. How did Simon Heap help you? Simon helped me to find the...
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David
What were the circumstances that caused you to look for a Financial adviser? The need to improve our return on investment How did Simon Heap help you? Besides being a true and complete professional...
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Richard
What were the circumstances that caused you to look for a Financial adviser? Needed to review my investments. I asked a friend and he recommended Simon very highly How did Simon Heap help...

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