HE
HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD
aka HEATON FINANCIAL INDEPENDENT FINANCIAL ADVISERS LTD
Authorised FRN 528755
About
We offer completely unbiased and professional Independent Financial Advice. Investments and ISAs, savings, pensions & annuities, life assurance, income protection, inheritance tax planning and expert advice for medical professionals
Source: heatonfinancial.co.ukContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 528755
- Status
- Authorised
- Date Authorised
- 5 November 2010
- Years Authorised
- 15 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07236913
- Company Status
- Active
- Incorporation Date
- 27 April 2010
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 70221
Team (2)
David John Heaton
ApprovedCertifiedClaire Fiona Goodfellow
ApprovedCertified
Quick Facts
- Exeter, South West
- 15 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 8 FCA permissions
- CH 07236913
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.