Heritage Independent Financial Consultancy
Financial Services • 
Taunton, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Cook Way, Taunton, England TA2 6BG, GB |
| Phone number | +441823322222 |
| Websites | |
| NAICS | 52 |
| SIC | 615 |
| Keywords | Investments, Pensions, Wealth Management, Inheritance Tax, Retirement Planning, Mortgage Advice, Equity Release, Protection Advice |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Heritage Independent Financial Consultancy
Jonathan Hutchins
Managing Director
Heritage Independent Financial Consultancy Email Formats
Heritage Independent Financial Consultancy uses 2 email formats. The most common is {first initial} (e.g., j@heritageifc.co.uk), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@heritageifc.co.uk | 100% |
About Heritage Independent Financial Consultancy
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help. We ask the questions, look into your future, give straight-talking advice and find the right financial solution by: identifying your short, medium, and long-term goals; clarifying precisely what you want from life; mapping out your route to get there; making easy-to-understand product recommendations; adjusting your plan during significant life changes. Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today? Follow us on YouTube https://www.youtube.com/@HeritageIFC
Heritage Independent Financial Consultancy revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heritage Independent Financial Consultancy has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Heritage Independent Financial Consultancy has never raised funding before.
Heritage Independent Financial Consultancy Tech Stack
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