Our Team

We are proud to introduce you to the talented individuals who make up our team of experts in finance, investments, and wealth management.

Our team is dedicated to providing exceptional service to our clients and ensuring that their financial goals are met with precision and care.

Mr. Jon Hutchins Principal IFA (Dip PFS, Certs CII (MP&ER)

Jon Hutchins is the Principal at Heritage IFC and has been in the financial services industry since 1994. Having worked for Prudential for 6 years he then set up Heritage Independent in the year 2000 and since then has grown the company organically.

Jon has refreshed all his qualifications to gain a Diploma in the Chartered Insurance Institute exams and is a member of the Personal Finance Society, he is also a fully qualified mortgage and Equity Release adviser.

As a fully qualified IFA, the last 27 years in the fast paced world of Financial Services has given Jon an unequivocal understanding of the industry and his experience and knowledge is second to none.

Jon specialises in the following areas:

Investments and Savings
Pensions both corporate and personal
Life Assurance and critical illness plans
Business Protection
Mortgages inc commercial and residential
Later life lending , retirement interest only mortgages and Equity Release

To contact Jon for advice, please email: jon@heritageifc.co.uk or call the office on 01823 322222

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Mr Colin Williams

CeMAP, CeFA Protection, Mortgage and Insurance Specialist

Colin has been with Heritage IFC for the past 9 years, his experience in dealing with people on a personal level is second to none and he is currently specialising in the vast protection market advising individuals and companies on their needs.

Colin is also registered to provide mortgage advice on residential and buy to let deals using the whole of the market to secure the best deals available.

To contact Colin, please email: colin@heritageifc.co.uk or call the office number 01823 322222.

Mr Bryan Pooley

CeMAP. Independent Adviser

Bryan specialises in Mortgages, Protection and General Insurance, he has a wealth of experience within the industry. His expertise also extends to Equity Release, Second Charge, and Bridging Loans. Bryan is able to provide mortgage advice on residential and buy to let deals using the whole of the market to secure the best deals available.

To contact Bryan, please email: bryan@heritageifc.co.uk or call the office on 01823 322222.

Mr Adam Reading

Dip PFS Cert CII (MP&ER). Independent Financial Adviser

Adam specialises in Pensions, Investments and Equity release and is also qualified in Mortgages, Protection and General Insurance, he has a wealth of experience within the industry. Adam is able to provide advice on the whole of the market to secure the best available products and advice.

To contact Adam, please email: Adam@ heritageifc.co.uk or call the office on 01823 322222 or 07876648101

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Mr Edward Jardine

Dip PFS, CertCII (MP&ER). Independent Financial Adviser

Ed’s first career was in the Royal Marines followed by a successful eight year career as a small business owner. He has now spent over 20 years providing financial advice. Ed is delighted to be working with like-minded people within an environment where he can help clients by providing unrestricted independent advice.

To contact Ed, please email: Ed@heritageifc.co.uk or call the office on 01823 322222

Mrs Lizz Reading

Certs CII (MP & ER), Independent Adviser, specialising in Mortgages, Equity Release and Protection.

Lizz provides advice within all areas of mortgages, protection planning and equity release. She is passionate about delivering exceptional service on a personal level and puts integrity at the core of her work ethic ensuring transparent and honest advice.

Having been in Financial Services for over 16 years Lizz has an eye for detail in ensuring clients receive the best course of advice tailored to their circumstances, always ensuring the appropriate solution is executed and fully understood. Her priority with all clients is to ensure they get the best possible outcome whilst building an ongoing long-term relationship to continue to help them achieve their future goals and aspirations.

To contact Lizz please email: Lizz@heritageifc.co.uk, alternatively you can call the office on 01823 322222 or call her mobile on 07540 131560

Mr Simon Heap

Dip PFS ,CertCII (MP&ER). Independent Financial Adviser

Simon joined the team at Heritage in 2021 and brings with him a wealth of knowledge around Pensions, Investments, and Inheritance Tax Planning.

I graduated from Bournemouth University with a Bachelor of Arts Degree in Financial Services in 2000 and have gained a range of experience including firms such as Reuters, St James’s Place Wealth Management and Succession Group. I decided it was time to give truly independent financial advice to best serve the needs of my clients.

A Taunton man born and bred, I live walking distance from the town with my partner and two young sons. In my ever decreasing spare time away from work I enjoy cycling and play golf at Burnham & Berrow.

To Contact Simon , please email; Simon@heritageifc.co.uk or call the office on 01823 322222 or Mobile 07882231690

Mr Matthew Chandler

Senior Paraplanner

Matt has been with Heritage too long to remember. He is an asset to the company, and many of our existing clients will have spoken with him over the years.

Matt gained a degree at university after leaving school and has many financial services qualifications gained over the years. He is always at hand to answer any questions you may have around existing policies and looks after our compliance here at the offices.

Contact Matt on: Matt@heritageifc.co.uk

Phil Buck

Office Administrator

Phil joined Heritage in 2023 and has over 10 years’ experience in financial services having worked for a major high street bank and building society as well as smaller local financial advice firms. In that time, he has held a range of roles both interacting with clients directly and providing behind the scenes support. He is currently studying to become a qualified mortgage advisor.

Phil is typically the first point of contact for existing client requests or new enquiries as well as providing administrative support to the advisers. He oversees the day-to-day operations within the office and ensures the firms high standards of service are continually met.

Mr Colin Williams CeMAP, CeFA Protection , Mortgage and Insurance Specialist

Colin has been with Heritage IFC for the past 9 years, his experience in dealing with people on a personal level is second to none and he is currently specialising in the vast protection market advising individuals and companies on their needs. Colin is also registered to provide mortgage advice on residential and buy to let deals using the whole of the market to secure the best deals available.

To contact Colin, please email: colin@heritageifc.co.uk or call the office number 01823 322222

Mr Bryan Pooley CeMAP. Independent Adviser

Bryan specialises in Mortgages, Protection and General Insurance, he has a wealth of experience within the industry. Bryan is able to provide mortgage advice on residential and buy to let deals using the whole of the market to secure the best deals available.

To contact Bryan, please email: bryan@heritageifc.co.uk or call the office on 01823 322222

Mr Adam Reading Dip PFS Cert CII (MP&ER). Independent Financial Adviser

To contact Adam, please email: Adam@ heritageifc.co.uk or call the office on 01823 322222 or 07876648101

Mr Edward Jardine Dip PFS, CertCII (MP&ER). Independent Financial Adviser

To contact Ed, please email; Ed@heritageifc.co.uk or call the office on 01823 322222 or mobile 07494 088671

Mrs Lizz Reading Certs CII (MP & ER), Independent Adviser , specialising in Mortgages, Equity Release and Protection .

Having been in Financial Services for over 16 years Lizz has an eye for detail in ensuring clients receive the best course of advice tailored to their circumstances, always ensuring the appropriate solution is executed and fully understood. Her priority with all clients is to ensure they get the best possible outcome whilst building an ongoing long-term relationship to continue to help them achieve their future goals and aspirations.

To contact Lizz please email: Lizz@heritageifc.co.uk, alternatively you can call the office on 01823 322222 or call her mobile on 07540 131560

Mr Simon Heap Dip PFS ,CertCII (MP&ER). Independent Financial Adviser

Simon has recently joined the team at Heritage and brings with him a wealth of knowledge around Pensions, Investments and Inheritance Tax Planning .

I graduated from Bournemouth University with a Bachelor of Arts Degree in Financial Services in 2000 and have gained a range of experience including firms such as Reuters, St James’s Place Wealth Management and Succession Group. I decided it was time to give truly independent financial advice to best serve the needs of my clients.

A Taunton man born and bred, I live walking distance from the town with my partner and two young sons. In my ever decreasing spare time away from work I enjoy cycling and play golf at Burnham & Berrow. There’s no magic formula to “real” financial planning. I listen to what you want to achieve. I ask searching questions to examine whether your aspirations are attainable. Then I help you understand where are you now and where you can realistically expect to end up.

Whilst financial analysis and management can be complex (it’s the bit you pay us for), the communication of your plan should not be. I take great pride in going through the process so you are comfortable with every step and happy that the recommendation is the most suitable for your needs & goals

To Contact Simon , please email; Simon@heritageifc.co.uk or call the office on 01823 322222 or Mobile 07882231690

Miss Mandy Kelly CertPFS Cert CII(MP) Senior Administration Manager

Mandy has a vast amount of experince within the financial industry . She joined the team at Heritage in 2018 and has been a great asset to both the team and the clients since joining ..

To contact Mandy , please email: Mandy@ heritageifc.co.uk or call the office on 01823 322222

Mr Matthew Chandler , Senior Paraplanner

Matt has been with Heritage to long to remember , he is an asset to the company and many of our exiting clients will have spoken with him over the years . Matt Gained a degree at unversity after leaving school and has many financial services qualifications gained over the years . He is always at hand to answer any questions you may have around existing polices and looks after our complaince here ta the offices . Contact Matt on Matt@heritageifc.co.uk