Based in Exeter, we are a small, well established firm of experienced professionals committed to providing unbiased and affordable financial advice. We are truly independent which means we can offer products from the whole of market. Once we have understood your needs, aims and aspirations, Heaton Financial will help you plan for your financial future with confidence.
For answers to these questions and a lot more download our quarterly digital magazine, Moneyworks, the essential consumer guide to making your money work harder.
For answers to these questions and a lot more download our quarterly digital magazine, Moneyworks, the essential consumer guide to making your money work harder.
Services
David has over 30 years' of experience as an Independent Financial Adviser. Previously managing the Exeter office of a major national IFA brokerage, David set up Heaton Financial in 2000 to be able to continue to give expert advice to his existing clients. David has specialist knowledge of the NHS Pension Scheme.
Not all firms charge for advice in the same way. We do not make a charge for an initial meeting and are happy to visit you at home. We will discuss our fee options with you at our initial meeting and we will not charge you until we have agreed with you how we are to be paid. Following our initial meeting, we will consider your needs, aims and aspirations before writing a detailed report.
We make sure that your money is working hard for you and help individuals achieve their financial goals throughout the different stages of life. We will recommend a bespoke and tax efficient portfolio based upon your financial needs and objectives, your attitude to risk and capacity for loss, and long term financial goals.
We offer advice and planning for life assurance and income protection for you and your family. It is vital that you have the right level of life assurance and income protection in place to give you the peace of mind that you and your family are financially protected, whatever the future may bring. Interested in finding out more.
I appreciate your guidance and assistance during the recent organisation of my retirement benefits. Without your invaluable expertise it would have meant negotiating an unknown minefield of documentation, for which I was totally unprepared. I can now relax, knowing that all the necessary paperwork has been handled in a very competent and successful manner.
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