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 the entire financial market, we search through thousands of options to find the perfect products and services to fit your goals. Whether you need advice on investments, pension planning, wealth management, or have questions about property or estate planning matters, we’ve got you covered. We work closely with trusted estate agents, solicitors, fund managers and pension providers ensuring all aspects of your financial plan are in place.
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 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 guide you every step of the way.
Our process includes:
- Setting Clear Goals: We help you identify your financial goals and develop a roadmap to achieve them.
- Personalised Recommendations: Based on your unique situation, we recommend the right financial products and services.
- Ongoing Support: Life changes, and so should your financial plan. We regularly review and adjust your strategy to 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 that secure the future you deserve.
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 best 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.