Heritage Independent Financial Consultancy Ltd

Independent Financial Advisers

Heritage Independent Financial Consultancy was set up in November 2000 by Principle Jonathan Hutchins. A family run business that has, over the past 14 years grown organically and now carefully manages the needs of a large client bank.

Based in Taunton in Somerset but covering the whole of the South West and further afield, Heritage prides itself on offering a service second to none and one which encompasses all area Financial Services including will writing, powers of attorney and close links with preferred Estate Agents and Solicitor companies.

Planning for a comfortable financial future takes confidence, nothing more Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:

Identifying your short, medium and long term goals

*clarifying precisely what you want from life

*mapping out your route to get there

*making easy to understand product
recommendations

*adjusting your plan during significant life
changes

Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services to you.

If you are thinking about creating and putting your financial plans into action, we may consider things you've not. Why not talk it through with us today?