Heritage Independent Financial Consultancy Ltd - Taunton

Heritage Independent Financial Consultancy Ltd, located at Scott House, Cook Way, Taunton TA2 6BG, United Kingdom, is a reputable financial services provider. With a phone number of 1823322222 and a website at heritage-ifc.com, this company specializes in financial planning and mortgage brokerage services.

One of the key features of Heritage Independent Financial Consultancy Ltd is their on-site services, which allow clients to receive personalized attention and advice. Additionally, the company offers online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. Language assistance is also available, ensuring that clients from diverse backgrounds can access the company's services with ease.

The company's facilities are wheelchair-accessible, with a designated car park, entrance, and toilet available for clients with mobility challenges. Other amenities include toilets and an appointment-based system, ensuring that clients receive undivided attention during their consultations.

Heritage Independent Financial Consultancy Ltd has received glowing reviews from clients, with a current average rating of 5/5 on Google My Business. According to reviews, the company's financial planners are knowledgeable, professional, and approachable, while the mortgage brokers are adept at finding the best deals for clients.

Reviews of Heritage Independent Financial Consultancy Ltd

Helen Ridler

5/5

I have dealt with Heritage before, but I must mention Lizz Reading was extra amazing when she helped me with my Mortgage product transfer. She worked really hard to ensure that I got the right advice and the right product for me. The whole process was giving me nightmares, but she turned it all around and it went like a dream. I would highly recommend this company to anyone.

Andrew Farkas

5/5

Setting up a meeting was quick and easy, even during these difficult times. Ed was very personable and able to understand and then provide a solution to our financial planning needs, in easy to understand terms and in a non-pressurised environment. I would certainly recommend that you consider this company for your own needs..

Carrie-Anne Hutchins

5/5

Thank you to Jon and Ethan who sorted out my mortgage for me in record time. They took all of the stress and anxiety away from me, and were extremely thorough in making sure everything was easy to understand. I would highly recommend.