Independent mortgage and financial advice from your local partner
Heritage is a family-run independent financial consultancy in Taunton, advising clients across Somerset and the South West since 2000. Because we are independent, we recommend from across the market rather than one provider’s range, and you deal with the same adviser each time.
Why Heritage
Why clients choose Heritage
We are a family-run firm in Taunton, and the way we work is the same for every client.
Genuinely independent
We are not tied to any provider or institution, so we can recommend from across the whole of the market rather than from one company’s range.
Clear about charges
You get our charges and the reasoning behind any recommendation in writing, so you can see exactly what you are paying for before you commit.
Built around you
We take the time to understand your circumstances and what you want to achieve, so the plan fits your life rather than a standard template.
What we do
How we can help
Advice across four areas, from one adviser who keeps sight of your whole financial picture.
Workplace and personal pensions, income drawdown, annuities and phased retirement.
ISAs, unit trusts, OEICs, investment trusts and onshore or offshore bonds.
Residential, buy-to-let, commercial, bridging finance and equity release.
Life cover, critical illness, income protection and health insurance.
Client reviews
What our clients say
Reviews left by clients on Google.
★★★★★
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 RidlerGoogle review
★★★★★
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 FarkasGoogle review
★★★★★
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 HutchinsGoogle review
Talk to us first, decide later
There is no charge for an initial conversation and no obligation to go further. Call 01823 322 222 or send us a message and we will come back to you.