This is what some of our clients have to say about us.

Thank you very much for all your help – I really do appreciate it.

Miss H, Budleigh Salterton

Thank you for your prompt service – much appreciated.

Mr P, Exeter

Thank you so much for putting up with me…I really appreciate all you do for me.

Mrs L – Cornwall

Many thanks for all your hard work in sorting out my various pension funds. A very satisfactory conclusion.

Mr M, Exeter

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.

Mr B

I am always grateful for your professional opinion and thank you for being so efficient

Mrs T, Barnstaple

I am grateful to you for past financial advice and help over 2 decades.

Dr L – Hants

Many thanks for all your very good advice.

Dr M, Plymouth

As a new client of Heaton Financial, I have found them to be very friendly and provide clear and professional advice. I have no hesitation in recommending the company.

Mr G – Exeter

David Heaton has been my financial adviser for over twenty years. In that time, I have received much good and sound advice. I have no hesitation in recommending Heaton Financial to anyone who needs informed, unbiased, financial guidance

Dr B, Newton Ferrers

We really do appreciate your past services, with your friendly, understanding and very effective assistance. We know where to come should we need further guidance.

Dr W, Helston

Extremely good, most helpful and very straightforward.

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

Mrs S, Topsham

I have been with Heaton Financial since they were first established. Since then they have been extremely good and most helpful to us. I would recommend them to anyone.

Dr W, Willand