About Us

We are a small, dedicated, local team of professionals.

Our advisers

David Heaton DipPFS – Independent Financial Adviser

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. David is a member of the Chartered Insurance Institute and Personal Finance Society.

Mrs Claire Goodfellow DipFA MLIBF – Independent Financial Adviser

Claire has over 30 years’ of experience working in the financial services industry, having previously worked as Office Manager for a major national IFA brokerage, before joining Heaton Financial in 2001. Claire is a member of the Chartered Insurance Institute, Personal Finance Society and The London Institute of Banking & Finance.

In 2020, Claire was nominated and shortlisted as a finalist in the Investment Week Women In Investment Awards 2020 ‘Investment Woman of The Year (small to medium firms)’ as sponsored by HSBC Global Asset Management. A fantastic achievement. 

Women in investment finalist 2020

Why choose Heaton Financial

    • Truly Independent
    • Established since 2000
    • Bespoke Financial Planning
    • Experienced and Approachable
    • Value long term client relationships
    • We listen to you