Heritage Independent Financial Consultancy Mortgage Pensions Investments

Welcome to Heritage Independent Financial Consultancy Ltd.

As a trusted Somerset-based financial adviser, we are here to help you navigate the ever-changing financial landscape with confidence and ease. With our personalised approach and expert guidance, we help to empower you to build a secure and prosperous future.

Planning for your financial well-being can feel overwhelming. That’s why we are dedicated to helping simplifying the process for you. Our team of experienced advisers will work closely with you to help understand your unique goals, aspirations, and challenges.

Together, we’ll help you to create a customised roadmap that aligns with your dreams and helps sets you on the right path towards success.

Truly Independent

We are not tied to any specific financial institution, which means we have the freedom to recommend the best financial solutions to meet your unique needs and goals.

Transparent and Unbiased

Our commitment to transparency and honesty means that you can trust us to provide unbiased advice and recommendations that are always in your best interests.

Client Focused

We take the time to understand your unique financial situation and goals, creating customised solutions that help you achieve the financial future you deserve.

I have dealt with Heritage before, but I must mention Lizz Reading was extra amazing when she helped me with my Mortgage product transfer. She worked really hard to ensure that I got the right advice and the right product for me. The whole process was giving me nightmares, but she turned it all around and it went like a dream. I would highly recommend this company to anyone.

Helen Ridler

Setting up a meeting was quick and easy, even during these difficult times. Ed was very personable and able to understand and then provide a solution to our financial planning needs, in easy to understand terms and in a non-pressurised environment. I would certainly recommend that you consider this company for your own needs..

Andrew Farkas

Thank you to Jon and Ethan who sorted out my mortgage for me in record time. They took all of the stress and anxiety away from me, and were extremely thorough in making sure everything was easy to understand. I would highly recommend.

Carrie-Anne Hutchins

CLIENT FOCUSED | INDEPENDENT | INNOVATIVE | INSIGHTFUL