At Heritage IFC Ltd we pride ourselves on the relationships we have built up with our clients over the years.

We provided a personal service on a friendly face to face basis and we try to explain the complex world of financial planning in an easy to understand manner to ensure clients have a full understanding of their options.

We are always happy to meet with new clients for a free inital consultation.

The south wests specialist team.  Meetings at your place or ours. 

Our Services


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.


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. 


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.


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?

Our Details

01823 322222


1 Scott House, Cook Way, Bindon Road, Taunton, Somerset TA2 6BG

Get in touch with us today

    Scroll to Top