Heritage Independent Financial Consultancy Ltd.

Independent Financial Adviser  20 High Street, Somerset, TA1 3PJ
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FCA authorised
Last authorised 13th September 2021
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
Meet our advisers
MR Simon Heap
Independent Financial Advisor
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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