About Us
A local family orientated business
Who are we?
Heritage Independent Financial Consultancy was set up in November 2000 by Principal Jonathan Hutchins. A family-run business that has, over the past 23 years grown organically and now carefully manages the needs of a large client bank. Each advisor has their own area of specialty.
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 areas of Financial Services including will writing, powers of attorney and close links with preferred Estate Agents and solicitor companies.
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 for you.
If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?
What do we do?
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.
