Heaton Financial IFA Ltd.

Scroll/swipe reviews right to see more >>

• 5 stars

  Mrs Sarah W

  Topsham

  17 Sep 2010

  I work full time and have children. I know I need to spend more time on my finances, but can never find this time. Heaton Financial visited me at a time convenient to me, and took an overview of my current position. They reviewed this and came back with a range of options. They weren’t pushy. Their charging structure is such that they will not recommend one policy over another because it has a greater cut for them. They even called round for me to sign the papers, and I’m sure I’m not a… [read more]

  huge client for them. They have made everything very straightforward, and we have agreed an annual review.

• Dr W

  Cullompton

  2 Sep 2010

  I have been with Heaton Financial since David Heaton first went independent. Since then they have been extremely good, and most helpful to us. I would recommend him to anyone.