Our Business
Your Trusted Financial Partners – Here for Your Future
At Heritage Independent Financial Consultancy, we’re more than just financial advisors – we’re your partners in securing a comfortable and confident future. Founded in November 2000 by Jonathan Hutchins, our family-run business has grown over the past 24 years to become a trusted name in financial planning. Based in Taunton, Somerset, we proudly serve clients across the Southwest and beyond, offering a comprehensive range of financial services tailored to your unique needs.
As an independent consultancy, our focus is on you. With access to a comprehensive range of financial products and providers, we carefully research a wide range of options to recommend products and services that align with your goals. Whether you need advice on investments, pension planning, wealth management, or have questions about property or estate planning matters, we are here to help. We collaborate closely with trusted estate agents, solicitors, fund managers and pension providers to help ensure all aspects of your financial plan are considered.
Why Choose Us?
- Tailored Advice: Every client is unique, which is why we offer personalised financial strategies to help you achieve your short, medium, and long-term goals.
- Expertise Across Every Area: From investment planning to estate management, we offer expert advice on all areas of financial services.
- Independent & Unbiased: With no ties to any one financial provider, we give you the freedom to choose the most suitable options for your individual needs.
- Family Values: As a family business, we treat our clients like part of our family, always striving to offer a service that’s both professional and personal.
What We Do
Planning for a secure financial future starts with clarity, and that’s where we come in. Whether you’re looking to invest, plan for retirement, or simply organise your finances, we provide straightforward, actionable advice to help guide you every step of the way.
Our process includes:
- Setting Clear Goals: We help you identify your financial objectives and develop a roadmap to work towards them.
- Personalised Recommendations: Based on your unique situation, we set out the financial products and services suited to your personal circumstances.
- Ongoing Support: Life changes, and so should your financial plan. We regularly review and help adjust your strategy to help keep you on track.
If you’re ready to take the next step in your financial journey, let’s talk. We’ll help you make informed decisions for your financial future.
INDEPENDENT | EXPERT | INNOVATIVE | CLIENT FOCUSED | INSIGHTFUL