Who are we?
Heritage Independent Financial Consultancy was set up in November 2000 by Principal Jonathan Hutchins. A family-run business that has, over the past 21 years grown organically and now carefully manages the needs of a large client bank. Each advisor has their own area of specialty.
Based in Taunton in Somerset but covering the whole of the South West and further afield, Heritage prides itself on offering a service second to none and one which encompasses all areas of Financial Services including will writing, powers of attorney and close links with preferred Estate Agents and solicitor companies.