OUR TEAM
We are excited to introduce the skilled professionals who make up our team of finance, investment, and wealth management specialists. Our team is committed to delivering exceptional service and ensuring your financial goals are achieved with precision, expertise, and care.
Mr Jon Hutchins DipPFS, Certs CII (MP & ER).
Firm Principal and Independent Financial Adviser
Jon Hutchins is the Principal of Heritage Independent Financial Consultancy Ltd and has been a part of the financial services industry since 1994. After spending six years with Prudential, he founded Heritage Independent in 2000 and has since grown the company organically.
Jon has earnt the Chartered Insurance Institute’s Diploma in Regulated Financial Advice. He is also a member of the Personal Finance Society and holds full qualifications in Mortgage and Equity Release advice.
With 27 years of experience in the fast-paced financial services industry, Jon’s in-depth knowledge and expertise make him an exceptional and trusted financial advice.
To contact Jon for advice, please email: jon@heritageifc.co.uk
INDEPENDENT FINANCIAL ADVISERS
JON HUTCHINS
DipPFS, CertCII (MP & ER)
Email: jon@heritageifc.co.uk
SIMON HEAP
DipPFS, CertCII (MP & ER)
Email: simon@heritageifc.co.uk
EDWARD JARDINE
DipPFS, CertCII (MP & ER)
Email: ed@heritageifc.co.uk
ADAM READING
DipPFS, CertCII (MP & ER)
Email: adam@heritageifc.co.uk
INDEPENDENT MORTGAGE AND PROTECTION ADVISERS
BRYAN POOLEY
CeMAP
Email: bryan@heritageifc.co.uk
COLIN WILLIAMS
CeMAP, CeFA Protection
Email: colin@heritageifc.co.uk
LIZZ READING
CertsCII (MP & ER)
Email: lizz@heritageifc.co.uk
PHIL BUCK
CertsCII (MP)
Email: phil@heritageifc.co.uk
PARAPLANNER
MATT CHANDLER
Email: Matt@heritageifc.co.uk
INDEPENDENT | EXPERT | INNOVATIVE | CLIENT FOCUSED | INSIGHTFUL