Heritage Independent Financial Consultancy Ltd.
Initial consultation free
Independent
Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
We can advise you on
Clients
helped
126helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Simon Heap
Independent Financial Advisor
What our clients say
a
Anna
What were the circumstances that caused you to look for a Financial adviser?
I was looking to invest in a personal pension and merge different pots from existing pensions and I thought the best way...
s
Stephen
What were the circumstances that caused you to look for a Financial adviser?
Recently through a marriage separation.
How did Simon Heap help you?
Quickly understood my needs, provided a variety of...
d
Daniel
What were the circumstances that caused you to look for a Financial adviser?
I was lost in paper work and statements. Didnt know the value of what we had or if we needed to save more.
How did Simon...
p
Paul
What were the circumstances that caused you to look for a Financial adviser?
I needed to understand the best way to manage a share return.
How did Simon Heap help you?
Simon helped me to find the...
d
David
What were the circumstances that caused you to look for a Financial adviser?
The need to improve our return on investment
How did Simon Heap help you?
Besides being a true and complete professional...
r
Richard
What were the circumstances that caused you to look for a Financial adviser?
Needed to review my investments. I asked a friend and he recommended Simon very highly
How did Simon Heap help...
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .