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.
Our Services
Protection
The cost of providing cover against the worst that life can throw at us is relatively inexpensive.
We can advise on a range of policies to suit your specific circumstances.
Mortgages
With our support, you can take your time, compare and discuss different mortgage combinations, generating a shortlist from literally hundreds of mortgage products on the market.
Equity Release
Releasing equity is simply the process of making the money in your home work for you, either by giving you a cash lump sum or a regular income. There are many options, depending on where you are in life.
Investments
Your investment choices are as individual as you are.
We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
Retirement Planning
Taking the first step is easier with support.
As experienced retirement planning advisers, our guidance is designed to find your right way forward.
Savings
Big purchases, holidays, a wedding, emergency reserves to dip into if out of work … tucking some spare cash aside regularly makes good money sense.
Home Insurance
Knowing you’ve a utopia filled with lots of personal memories to retreat to, gives a certain sense of security. When you’ve invested so much in your home, why risk losing it all?
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.
RESOURCES
Our Guides
Our website offers a wide range of financial advice guides to help you make informed decisions about your finances.
From budgeting and saving to investing and retirement planning, our guides are designed to provide you with the knowledge and tools you need to achieve your financial goals.
Written by industry experts and based on the latest research and trends, our guides offer practical advice and actionable tips that you can use to take control of your finances and build a better financial future.
Browse our library of financial advice guides today and start your journey to financial success.
Our Videos
Our website offers a wide range of informative and engaging financial advice videos to help you make informed decisions about your money. Our team of financial experts shares their insights and expertise on a variety of topics, including investment strategies, retirement planning, budgeting, and much more.
These videos are designed to be accessible and easy to understand, providing valuable insights and practical tips that you can use to improve your financial well-being.
Whether you’re a seasoned investor or just getting started with your finances, our videos are a great resource for anyone looking to take control of their money and achieve their financial goals.
INDEPENDENT | EXPERT | INNOVATIVE | CLIENT FOCUSED | INSIGHTFUL
If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.
Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details:http://financial-ombudsman.org.uk/
The content of this website is for information purposes only and does not constitute financial advice or a recommendation to a suitable product or service. You should seek advice before embarking on any course of action.
Heritage Independent Financial Consultancy Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 624976 at https://register.fca.org.uk/