Independent Financial Advice

Heaton Financial Established since 2000

Welcome to Heaton Financial

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.

We are directly authorised and regulated by the Financial Conduct Authority.


“A small change in the way you manage your finances today can make a big difference to your finances in the future”

To request an initial meeting, at no cost to you and without obligation, please contact us using the form below or call 01392 258252.

Our services

Heaton Financial Savings and Investments

Savings and Investments

Heaton Financial Life Assurance

Life Assurance

Retirement Planning

Wealth Management

Heaton Financial Inheritance Tax

Inheritance Tax

Are you financially ready for retirement?
How actively are your funds being managed?

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.

Moneyworks Digital Magazine