Heritage Independent Financial Consultancy LTD
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- 1 Scott House, Cook Way, Taunton, Somerset, TA2 6BG
Heritage Independent Financial Consultancy Ltd, FCA registered (624976), offers expert financial planning and regulated advice based in Taunton, Somerset. Specialising in pensions retirement advice, final salary pension transfers, investments and life segments, they provide tailored solutions to help secure your financial future. With a client-focused approach, they work mainly with individuals and families from Taunton and the surrounding regions. Located at Scott House, Cook Way, TA2 6BG, they cultivate a professional yet approachable environment, backed by years of industry experience. Trust Heritage Independent Financial Consultancy Ltd for comprehensive and regulated financial services. Their personalized strategy and integrity make them a go-to resource for financial guidance.
Their team includes 4 financial advisers and 3 mortgage brokers. Check FCA registration here.
Heritage Independent Financial Consultancy LTD are approved by the FCA to give advice on:
Directions to Heritage Independent Financial Consultancy LTD from the Motorway
- Proceed from the M5.
- Upon arriving at Junction 17, take the exit towards Cribbs Causeway/A4018, signposted for Bristol (W).
- At the Cribbs Causeway Interchange, proceed to take the fourth exit onto Merlin Road.
- Continue onwards to Exit 17, following the signs for Avonmouth/M5.
- Merge onto the M5 motorway.
- Once you reach Junction 25, take the A358 exit signposted for Taunton/Honiton/Yeovil/Weymouth.
- At the Blackbrook Roundabout, take the fifth exit onto Toneway/A358.
- Upon reaching the roundabout, take the first exit onto A358.
- At the subsequent roundabout, continue straight onto Priory Avenue/A3038.
- At the next roundabout, take the third exit onto Priory Park/Trenchard Way/A3087 and continue to follow Trenchard Way/A3087.
- At the roundabout, take the fourth exit onto Staplegrove Road/A3027.
- Turn left onto Bindon Road.
- Lastly, turn left onto Cook Way.
List of advisers under Heritage Independent Financial Consultancy LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.