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.
INDEPENDENT FINANCIAL ADVISERS
SIMON HEAP
DipPFS, CertCII (MP & ER)
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.
EDWARD JARDINE
DipPFS, CertCII (MP & ER)
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.
ADAM READING
DipPFS, CertCII (MP & ER)
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.
INDEPENDENT MORTGAGE AND PROTECTION ADVISERS
BRYAN POOLEY
CeMAP
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.
COLIN WILLIAMS
CeMAP, CeFA Protection
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.
LIZZ READING
CertsCII (MP & ER)
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.
PARAPLANNER
MATT CHANDLER
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.