Mayfayre Financial Services Ltd

Independent Financial Adviser  Ground Floor 4 Mendip House, Bridgwater, Somerset, TA6 5AR
First meeting at adviser's own cost
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
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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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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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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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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Long term care
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Simon Heap
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
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 you? Really took time to understand my objectives and build a plan that pulled everything together. No mean feast as lots of little policies to get a handle of. What is your current situation? Have you seen the outcome you were hoping for? Yes very happy that all in hand and I know things are being looked after rather than left to chance. What could they have done better? Nothing to date, superb service
Richard, Taunton
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 Heap help you? Simon fully explained how pensions work and reviewed everything we had. Now we are clear on where we are and very surprised how much we needed to change. Simon took us through everything in a way we understood and we are so very grateful. What is your current situation? Have you seen the outcome you were hoping for? Absolutely, we have a plan giving clarity and peace of mind. We have recommended him to all our friends. What could they have done better? Nothing, AAA+
Daniel, Taunton
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 in the field of his expertise, my wife and I found him great fun and amazingly generous of his own personal time and efforts in helping us in another matter entirely. This was totally spontaneous and unsolicited, and we are grateful and very appreciative of his assistance What is your current situation? Have you seen the outcome you were hoping for? We are new clients and look forward to the first review What could they have done better? The field of investment is outwith our competence, and we therefore would not wish to express a judgement on a subject we have limited knowledge
David, Taunton
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 options with an open and honest discussion about risk and suitability. What is your current situation? Have you seen the outcome you were hoping for? Simons service was greater than my expectations. I will use Simon again going forward and I would recommend. What could they have done better? Nothing at this time. My initial interactions have all had a positive outcome.
Stephen, Brighton
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 best products suitable for our attitude to risk, explaining the products and associated charges. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Not possible to say as I feel the service has been excellent
Paul, London
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 is to get an advice to fully understand how these products work. How did Simon Heap help you? He provided me with an extensive knowledge, support and expertise and explained everything very clearly so I could get the best financial deal available for me. What is your current situation? Have you seen the outcome you were hoping for? Yes What could they have done better? Simon is excellent at his job and I highly recommend his services
Anna, Taunton
We would just like to say a very big thank you for helping us sort out some difficult issues and helping to rearrange our finances. Your considerate, friendly and supremely professional approach to business is rare in an age when advice is given because of the “what’s in it for me?” style of business. Your focused approach to our requirements has meant that we have been able to sort out the most suitable set of financial measures and focus on the important elements of our finances. We look forward to continuing to work with two people who make business a pleasure even under trying times. We would have no hesitation in recommending Mayfayre Financial Services to anyone and have indeed already done so.
T.&C.R. North Petherton, North Petherton
About us

Mayfayre, established in 2004 are a small Somerset-based firm of Independent Financial Advisers who have built a strong, local reputation by providing solid and impartial financial advice, combined with a non-negotiable commitment to financial integrity, with friendly, professional service tailored to each client’s individual financial needs and situation.
As completely independent Financial Advisers with access to almost the whole UK financial services market, we are fully committed to making sure that each client receives as much up-to-the-minute and objective financial information as they feel they need to help them make the right financial choices for their own financial future.

Our services

Look after our clients for the long-term, as if they were personal friends & family.
At Mayfayre, you can be certain you’ll always receive an outstanding level of personal service – because we treat every client as a potential or actual friend, and not just as an anonymous account number like some other financial institutions. It’s always been our policy to take on only a very limited number of new clients, so that we can always provide a very high level of personal service that many of our competitors’ clients can probably only dream of.

Where to find us
Head office address: Ground Floor 4 Mendip House, High Street, Taunton, Somerset, TA1 3SX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020

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