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 Dip PFS, 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
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 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
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
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 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.
Mrs Lizz Reading
Certs CII (MP & ER), Independent Adviser, 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
Phil Buck
Mortgage & Protection Adviser
Phil joined Heritage in 2023 and has more than 10 years’ experience in financial services having worked for a major high street bank and national 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 has recently qualified as a mortgage and protection advisor.
Phil prides himself on being able to build strong relationships with his clients, explaining the complexities of the mortgage and protection process in simple clear terms. He can help you whether you are buying your first home, looking to take your next step on the property ladder, remortgaging your existing property or considering downsizing to free up some equity. Phil can also help ensure you and your home are fully protected whether with buildings & contents insurance, life insurance, critical illness cover or income protection.
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
Sam Snow
Office Administrator
INDEPENDENT | EXPERT | INNOVATIVE | CLIENT FOCUSED | INSIGHTFUL